+17.2%
VTI vs AMRZ
-24.2%
+41.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -0.9% | -7.5% | +6.6% | +0.4% |
| 30D | -1.4% | -12.4% | +11.0% | +0.7% |
| 3M | +3.6% | -22.4% | +26.0% | +7.6% |
| 6M | +13.6% | -29.5% | +43.1% | +19.5% |
| YTD | +12.9% | -24.1% | +37.1% | +16.9% |
| 1Y | +17.2% | -26.3% | +43.5% | +20.0% |
| All | +17.2% | -24.2% | +41.4% | +20.0% |
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