+85.9%
AMZY price history and return analytics
+68.7%
+17.2%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.8% |
| 7D | -1.8% | -2.0% | +0.2% | +0.3% |
| 30D | -5.5% | -1.4% | -4.1% | -4.2% |
| 3M | +5.9% | +4.7% | +1.1% | +0.7% |
| 6M | +14.6% | +11.4% | +3.2% | +2.0% |
| YTD | +5.2% | +13.1% | -7.9% | -8.2% |
| 1Y | +6.0% | +19.0% | -13.0% | -12.5% |
| 3Y | +71.0% | +73.9% | -3.0% | -5.3% |
| All | +85.9% | +68.7% | +17.2% | +9.9% |
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