+85.0%
VSH vs AMRZ
-19.3%
+104.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.9% | -2.7% | -4.1% |
| 7D | +26.2% | -4.0% | +30.2% | +27.8% |
| 30D | -12.5% | +12.4% | -24.9% | -15.8% |
| 3M | -16.9% | -11.5% | -5.4% | -13.9% |
| 6M | -17.0% | -21.6% | +4.6% | -11.2% |
| YTD | +93.8% | -23.4% | +117.2% | +104.3% |
| 1Y | +99.3% | -17.2% | +116.5% | +101.3% |
| All | +85.0% | -19.3% | +104.3% | +82.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling