-17.0%
AMRZ vs VT
+25.0%
-41.9%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.1% | +0.7% | +1.6% |
| 7D | +2.5% | -4.2% | +6.7% | +8.0% |
| 30D | +14.4% | -5.8% | +20.2% | +23.1% |
| 3M | -19.2% | -5.2% | -13.9% | -13.7% |
| 6M | -19.7% | +0.1% | -19.9% | -20.4% |
| YTD | -20.2% | +8.2% | -28.4% | -28.6% |
| 1Y | -15.1% | +10.1% | -25.2% | -25.4% |
| All | -17.0% | +25.0% | -41.9% | -33.4% |
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