-5.5%
VEEV vs AMRZ
-17.3%
+11.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.3% | +0.5% | -3.4% |
| 7D | -5.2% | -2.0% | -3.1% | -5.0% |
| 30D | +14.9% | -9.8% | +24.8% | +15.8% |
| 3M | +58.4% | -17.2% | +75.6% | +60.1% |
| 6M | +35.5% | -26.9% | +62.4% | +39.2% |
| YTD | +18.6% | -21.5% | +40.1% | +20.7% |
| 1Y | -6.3% | -22.9% | +16.5% | -3.2% |
| All | -5.5% | -17.3% | +11.8% | -3.9% |
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