+27.1%
VT vs AMRZ
-15.6%
+42.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.3% | +2.2% |
| 7D | +0.4% | -1.1% | +1.5% | +0.6% |
| 30D | -2.6% | +18.3% | -20.9% | -5.4% |
| 3M | -3.2% | -8.0% | +4.7% | -2.0% |
| 6M | +0.9% | -18.7% | +19.6% | +4.0% |
| YTD | +11.3% | -19.8% | +31.2% | +14.7% |
| 1Y | +14.0% | -12.3% | +26.3% | +16.0% |
| All | +27.1% | -15.6% | +42.7% | +29.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling