-14.7%
AMRZ vs VT
+33.2%
-47.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -1.9% | +0.4% | -2.4% | -2.4% |
| 30D | -16.9% | +1.0% | -17.9% | -18.0% |
| 3M | -19.2% | +2.4% | -21.6% | -21.6% |
| 6M | -29.3% | +12.0% | -41.3% | -39.5% |
| YTD | -18.0% | +15.3% | -33.3% | -32.2% |
| 1Y | -15.1% | +22.6% | -37.7% | -34.2% |
| All | -14.7% | +33.2% | -47.8% | -36.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling