+121.1%
VSH vs AMRZ
-20.1%
+141.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.9% | +6.1% |
| 7D | +4.8% | -7.5% | +12.3% | +7.3% |
| 30D | -0.7% | -12.4% | +11.7% | +3.3% |
| 3M | -43.1% | -22.4% | -20.7% | -38.7% |
| 6M | +91.8% | -29.5% | +121.3% | +111.8% |
| YTD | +131.6% | -24.1% | +155.8% | +145.1% |
| 1Y | +118.1% | -26.3% | +144.3% | +126.1% |
| All | +121.1% | -20.1% | +141.2% | +118.4% |
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 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