+36.4%
VEA vs AMRZ
-17.3%
+53.7%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.3% | +3.8% | +0.4% |
| 7D | +1.9% | -2.0% | +3.9% | +2.3% |
| 30D | +0.8% | -9.8% | +10.6% | +2.8% |
| 3M | +5.7% | -17.2% | +22.9% | +9.4% |
| 6M | +13.3% | -26.9% | +40.2% | +19.6% |
| YTD | +18.4% | -21.5% | +39.9% | +23.5% |
| 1Y | +27.0% | -22.9% | +49.8% | +32.0% |
| All | +36.4% | -17.3% | +53.7% | +40.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling