+51.5%
VGT vs AMRZ
-20.3%
+71.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.8% |
| 7D | -1.0% | -8.1% | +7.1% | +0.4% |
| 30D | -0.4% | -14.8% | +14.4% | +2.3% |
| 3M | +6.6% | -19.7% | +26.4% | +10.2% |
| 6M | +31.0% | -30.8% | +61.8% | +38.5% |
| YTD | +27.2% | -24.3% | +51.5% | +32.4% |
| 1Y | +34.5% | -24.0% | +58.5% | +38.3% |
| All | +51.5% | -20.3% | +71.8% | +54.8% |
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