+24.5%
VEA vs AMRZ
-24.2%
+48.7%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | -1.5% | -7.5% | +6.1% | +0.2% |
| 30D | -0.8% | -12.4% | +11.6% | +2.1% |
| 3M | +2.5% | -22.4% | +24.9% | +8.0% |
| 6M | +11.1% | -29.5% | +40.7% | +18.8% |
| YTD | +17.2% | -24.1% | +41.3% | +23.5% |
| 1Y | +24.5% | -26.3% | +50.8% | +31.6% |
| All | +24.5% | -24.2% | +48.7% | +31.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling