+36.7%
AMZZ price history and return analytics
+53.2%
-16.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.4% | +2.0% |
| 7D | -1.2% | -1.1% | -0.1% | +1.8% |
| 30D | -8.5% | -1.0% | -7.5% | -6.1% |
| 3M | +6.7% | +3.2% | +3.6% | -1.5% |
| 6M | +32.0% | +12.5% | +19.6% | -3.0% |
| YTD | +8.5% | +14.1% | -5.6% | -23.7% |
| 1Y | +4.0% | +18.9% | -14.9% | -34.0% |
| All | +36.7% | +53.2% | -16.5% | -52.8% |
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