-14.5%
VMC vs AMRZ
-24.1%
+9.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -0.9% | -2.2% |
| 7D | -5.3% | -4.7% | -0.7% | -3.3% |
| 30D | -12.3% | -11.3% | -1.0% | -7.5% |
| 3M | -10.3% | -22.1% | +11.8% | -0.2% |
| 6M | -8.6% | -29.6% | +21.0% | +5.3% |
| YTD | -11.9% | -23.3% | +11.4% | -1.4% |
| All | -14.5% | -24.1% | +9.6% | -4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling