+72.2%
VRT vs AMRZ
-15.6%
+87.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.3% | +7.4% | +9.1% |
| 7D | -10.6% | -1.1% | -9.5% | -10.3% |
| 30D | -17.4% | +18.3% | -35.7% | -21.5% |
| 3M | -26.4% | -8.0% | -18.4% | -24.7% |
| 6M | -41.0% | -18.7% | -22.3% | -37.8% |
| YTD | +23.8% | -19.8% | +43.7% | +30.0% |
| 1Y | +11.6% | -12.3% | +23.9% | +15.9% |
| All | +72.2% | -15.6% | +87.8% | +78.9% |
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