+80.2%
AMZP price history and return analytics
+85.2%
-5.0%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.7% | +4.5% | +4.2% |
| 7D | +4.7% | -0.3% | +5.0% | +5.1% |
| 30D | +5.8% | -1.4% | +7.3% | +7.8% |
| 3M | -5.0% | -1.4% | -3.6% | -3.2% |
| 6M | -7.5% | +5.5% | -13.0% | -13.0% |
| YTD | +6.9% | +12.8% | -6.0% | -7.2% |
| 1Y | +0.6% | +15.4% | -14.8% | -14.9% |
| 3Y | +74.4% | +76.9% | -2.4% | -0.9% |
| All | +80.2% | +85.2% | -5.0% | -0.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling