-22.7%
VG vs AMRZ
-17.7%
-5.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.8% | +6.3% | +5.2% |
| 7D | +5.5% | -5.5% | +11.0% | +3.4% |
| 30D | -3.6% | +15.6% | -19.2% | +1.7% |
| 3M | -4.0% | -12.1% | +8.1% | -7.1% |
| 6M | +9.4% | -19.4% | +28.8% | +4.8% |
| YTD | +86.6% | -21.9% | +108.5% | +72.4% |
| 1Y | +69.5% | -15.0% | +84.5% | +51.5% |
| All | -22.7% | -17.7% | -5.0% | -31.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling