-19.8%
VG vs AMRZ
-19.2%
-0.6%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.1% | -0.9% |
| 7D | +14.0% | -2.1% | +16.1% | +13.2% |
| 30D | -1.0% | +13.0% | -13.9% | +3.6% |
| 3M | -2.7% | -12.1% | +9.4% | -6.0% |
| 6M | +1.5% | -19.1% | +20.6% | -3.3% |
| YTD | +93.7% | -23.3% | +117.0% | +77.9% |
| 1Y | +68.5% | -16.6% | +85.1% | +49.8% |
| All | -19.8% | -19.2% | -0.6% | -28.9% |
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 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