+58.3%
AMZU price history and return analytics
+100.0%
-41.7%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +1.6% |
| 7D | -5.5% | -2.0% | -3.5% | -0.6% |
| 30D | -15.5% | -1.4% | -14.0% | -12.5% |
| 3M | +4.8% | +4.7% | +0.1% | -6.4% |
| 6M | +23.1% | +11.4% | +11.7% | -5.1% |
| YTD | +2.0% | +13.1% | -11.0% | -24.5% |
| 1Y | -3.8% | +19.0% | -22.8% | -36.7% |
| 3Y | +62.1% | +73.9% | -11.9% | -51.8% |
| All | +58.3% | +100.0% | -41.7% | -63.1% |
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