+141.0%
VRT vs AMRZ
-13.6%
+154.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.8% | +4.5% |
| 7D | +9.1% | -1.9% | +11.0% | +9.7% |
| 30D | +0.9% | -16.9% | +17.9% | +6.2% |
| 3M | -13.4% | -19.2% | +5.8% | -8.5% |
| 6M | +11.7% | -29.3% | +41.0% | +21.1% |
| YTD | +73.2% | -18.0% | +91.2% | +80.8% |
| 1Y | +123.4% | -15.1% | +138.5% | +127.1% |
| All | +141.0% | -13.6% | +154.6% | +148.7% |
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