+53.1%
VGT vs AMRZ
-19.2%
+72.3%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.3% |
| 7D | +1.5% | -4.7% | +6.1% | +2.3% |
| 30D | +0.5% | -11.3% | +11.8% | +2.5% |
| 3M | +5.3% | -22.1% | +27.3% | +9.4% |
| 6M | +32.4% | -29.6% | +62.0% | +39.6% |
| YTD | +28.6% | -23.3% | +51.9% | +33.5% |
| 1Y | +37.6% | -23.7% | +61.4% | +41.3% |
| All | +53.1% | -19.2% | +72.3% | +56.0% |
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