+3.1%
VCIT vs AMRZ
-17.5%
+20.6%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | 0.0% |
| 7D | +0.1% | +1.2% | -1.1% | 0.0% |
| 30D | +1.9% | +15.1% | -13.1% | +1.3% |
| 3M | -1.4% | -18.1% | +16.6% | -0.7% |
| 6M | -2.1% | -23.5% | +21.3% | -1.3% |
| YTD | -1.6% | -21.6% | +20.0% | -0.9% |
| 1Y | -0.9% | -14.7% | +13.8% | -0.4% |
| All | +3.1% | -17.5% | +20.6% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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