+11.9%
VT vs AMRZ
-13.9%
+25.8%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | -0.1% |
| 7D | -0.1% | +0.2% | -0.4% | -0.1% |
| 30D | -3.1% | +16.2% | -19.2% | -5.8% |
| 3M | -3.5% | -8.9% | +5.4% | -1.9% |
| 6M | +0.5% | -20.1% | +20.6% | +4.1% |
| YTD | +10.8% | -21.3% | +32.0% | +14.3% |
| 1Y | +11.9% | -12.6% | +24.5% | +12.6% |
| All | +11.9% | -13.9% | +25.8% | +12.6% |
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