+95.2%
VTRS vs AMRZ
-19.2%
+114.5%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.7% | -0.2% |
| 7D | -3.5% | -4.7% | +1.2% | -2.6% |
| 30D | +2.1% | -11.3% | +13.4% | +4.5% |
| 3M | +2.6% | -22.1% | +24.7% | +7.5% |
| 6M | +17.8% | -29.6% | +47.4% | +25.3% |
| YTD | +35.7% | -23.3% | +59.0% | +41.8% |
| 1Y | +63.5% | -23.7% | +87.2% | +68.5% |
| All | +95.2% | -19.2% | +114.5% | +100.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling