-12.3%
AMRZ vs VT
+15.2%
-27.5%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.7% | +3.5% | +3.0% |
| 7D | +10.3% | -0.3% | +10.6% | +10.7% |
| 30D | +18.7% | -1.4% | +20.1% | +20.8% |
| 3M | -14.6% | -1.4% | -13.3% | -13.1% |
| 6M | -12.9% | +5.5% | -18.3% | -19.4% |
| YTD | -17.4% | +12.8% | -30.2% | -30.6% |
| 1Y | -12.3% | +15.4% | -27.7% | -27.9% |
| All | -12.3% | +15.2% | -27.5% | -27.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling