+30.7%
VTV vs AMRZ
-20.3%
+51.0%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.5% |
| 7D | -2.1% | -8.1% | +6.1% | -1.0% |
| 30D | -1.3% | -14.8% | +13.5% | +0.7% |
| 3M | +5.6% | -19.7% | +25.4% | +8.4% |
| 6M | +12.4% | -30.8% | +43.2% | +17.4% |
| YTD | +17.6% | -24.3% | +41.9% | +21.1% |
| 1Y | +23.5% | -24.0% | +47.5% | +26.5% |
| All | +30.7% | -20.3% | +51.0% | +32.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling