-60.3%
AMZD price history and return analytics
+94.4%
-154.6%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | -0.2% |
| 7D | -2.8% | +2.4% | -5.1% | +0.5% |
| 30D | -5.5% | -1.5% | -4.0% | -7.0% |
| 3M | -1.5% | -4.1% | +2.6% | -6.5% |
| 6M | -3.1% | +0.6% | -3.7% | -0.9% |
| YTD | -18.1% | +11.0% | -29.2% | -2.4% |
| 1Y | -15.7% | +13.3% | -29.0% | +3.9% |
| 3Y | -51.7% | +73.4% | -125.1% | +20.5% |
| All | -60.3% | +94.4% | -154.6% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling