-12.2%
VG vs AMRZ
-13.6%
+1.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.6% |
| 7D | +1.7% | -1.9% | +3.6% | +1.1% |
| 30D | +16.0% | -16.9% | +32.9% | +10.0% |
| 3M | +9.7% | -19.2% | +28.9% | +5.0% |
| 6M | +29.6% | -29.3% | +58.8% | +29.8% |
| YTD | +112.0% | -18.0% | +130.0% | +97.7% |
| 1Y | +12.8% | -15.1% | +27.9% | +3.5% |
| All | -12.2% | -13.6% | +1.4% | -21.0% |
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