+76.4%
AMZP price history and return analytics
+89.3%
-13.0%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -3.3% | +0.4% | -3.7% | -3.8% |
| 30D | -6.1% | +1.0% | -7.1% | -7.2% |
| 3M | -2.1% | +2.4% | -4.5% | -4.8% |
| 6M | +15.1% | +12.0% | +3.1% | +0.7% |
| YTD | +4.6% | +15.3% | -10.8% | -11.7% |
| 1Y | +3.3% | +22.6% | -19.3% | -18.7% |
| All | +76.4% | +89.3% | -13.0% | -5.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling