+108.8%
VSH vs AMRZ
-17.3%
+126.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.3% | +3.2% | +0.3% |
| 7D | +6.2% | -2.0% | +8.2% | +6.8% |
| 30D | -11.1% | -9.8% | -1.3% | -8.3% |
| 3M | -44.9% | -17.2% | -27.7% | -41.9% |
| 6M | +90.0% | -26.9% | +116.9% | +107.4% |
| YTD | +118.8% | -21.5% | +140.3% | +129.1% |
| 1Y | +109.0% | -22.9% | +131.9% | +113.7% |
| All | +108.8% | -17.3% | +126.1% | +104.1% |
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