+71.4%
AMZU price history and return analytics
+77.9%
-6.4%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.3% |
| 7D | -6.1% | +0.4% | -6.6% | -7.1% |
| 30D | -11.3% | +1.0% | -12.3% | -13.6% |
| 3M | -3.3% | +2.4% | -5.7% | -8.8% |
| 6M | +26.4% | +12.0% | +14.4% | -5.4% |
| YTD | +7.5% | +15.3% | -7.8% | -25.8% |
| 1Y | -3.4% | +22.6% | -25.9% | -42.8% |
| All | +71.4% | +77.9% | -6.4% | -53.5% |
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