-32.0%
VST vs AMRZ
-14.7%
-17.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -1.8% | +12.4% | +10.9% |
| 7D | -9.8% | +1.2% | -11.0% | -10.3% |
| 30D | -25.1% | +15.1% | -40.2% | -28.1% |
| 3M | -11.6% | -18.1% | +6.5% | -7.0% |
| 6M | -20.9% | -23.5% | +2.5% | -15.7% |
| YTD | -22.3% | -21.6% | -0.7% | -17.7% |
| 1Y | -32.0% | -14.7% | -17.3% | -23.6% |
| All | -32.0% | -14.7% | -17.3% | -23.6% |
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