+31.6%
VTV vs AMRZ
-19.2%
+50.9%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | 0.0% |
| 7D | -0.7% | -4.7% | +4.0% | 0.0% |
| 30D | -0.5% | -11.3% | +10.8% | +1.0% |
| 3M | +5.3% | -22.1% | +27.4% | +8.5% |
| 6M | +12.9% | -29.6% | +42.5% | +17.6% |
| YTD | +18.5% | -23.3% | +41.8% | +21.7% |
| 1Y | +25.3% | -23.7% | +49.0% | +28.2% |
| All | +31.6% | -19.2% | +50.9% | +33.6% |
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