-20.3%
AMRZ vs VO
+22.6%
-42.9%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -0.7% |
| 7D | -4.0% | +2.9% | -7.0% | -8.0% |
| 30D | +12.4% | +1.0% | +11.4% | +10.7% |
| 3M | -11.5% | -1.7% | -9.8% | -9.1% |
| 6M | -21.6% | +6.7% | -28.3% | -28.5% |
| YTD | -23.4% | +14.0% | -37.4% | -35.8% |
| 1Y | -17.2% | +13.7% | -30.8% | -30.5% |
| All | -20.3% | +22.6% | -42.9% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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