+11.9%
VT vs AMRZ
-16.9%
+28.8%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.2% |
| 7D | +2.9% | -4.0% | +6.9% | +3.7% |
| 30D | -2.5% | +12.4% | -14.9% | -4.7% |
| 3M | -3.3% | -11.5% | +8.2% | -1.2% |
| 6M | +1.5% | -21.6% | +23.1% | +5.6% |
| YTD | +11.4% | -23.4% | +34.7% | +15.5% |
| 1Y | +11.9% | -17.2% | +29.1% | +13.9% |
| All | +11.9% | -16.9% | +28.8% | +13.9% |
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