+68.5%
VG vs AMRZ
-16.6%
+85.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.1% | -0.8% |
| 7D | +14.0% | -2.1% | +16.1% | +12.7% |
| 30D | -1.0% | +13.0% | -13.9% | +6.5% |
| 3M | -2.7% | -12.1% | +9.4% | -8.3% |
| 6M | +1.5% | -19.1% | +20.6% | -6.0% |
| YTD | +93.7% | -23.3% | +117.0% | +69.3% |
| 1Y | +68.5% | -16.6% | +85.1% | +44.4% |
| All | +68.5% | -16.6% | +85.2% | +44.4% |
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