+112.0%
VSH vs AMRZ
-14.5%
+126.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.9% | +4.6% |
| 7D | +4.1% | -1.9% | +6.0% | +4.7% |
| 30D | -4.2% | -16.9% | +12.8% | +1.4% |
| 3M | -50.0% | -19.2% | -30.8% | -46.5% |
| 6M | +80.2% | -29.3% | +109.5% | +100.2% |
| YTD | +121.1% | -18.0% | +139.1% | +126.7% |
| 1Y | +112.0% | -15.1% | +127.1% | +102.7% |
| All | +112.0% | -14.5% | +126.5% | +102.7% |
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 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