+101.5%
AMZY price history and return analytics
+65.3%
+36.2%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.7% |
| 7D | +7.5% | -0.1% | +7.6% | +7.5% |
| 30D | +4.3% | -3.1% | +7.3% | +7.6% |
| 3M | +0.9% | -3.5% | +4.4% | +4.6% |
| 6M | +2.5% | +0.5% | +2.1% | +1.8% |
| YTD | +14.0% | +10.8% | +3.2% | +1.6% |
| 1Y | +7.9% | +11.9% | -4.0% | -4.9% |
| 3Y | +80.9% | +73.0% | +7.9% | -0.3% |
| All | +101.5% | +65.3% | +36.2% | +21.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling