-11.1%
AMRZ vs VO
+13.8%
-24.9%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.7% | -0.5% | -2.0% |
| 7D | -1.1% | -0.1% | -1.0% | -0.9% |
| 30D | +18.3% | +0.5% | +17.8% | +17.3% |
| 3M | -8.0% | -1.0% | -6.9% | -6.3% |
| 6M | -18.7% | +6.4% | -25.1% | -26.5% |
| YTD | -19.8% | +13.6% | -33.4% | -34.2% |
| All | -11.1% | +13.8% | -24.9% | -26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling