+13.3%
VXUS vs AMRZ
-14.3%
+27.6%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.1% |
| 7D | -0.5% | -5.5% | +4.9% | +0.8% |
| 30D | -1.2% | +15.6% | -16.8% | -4.5% |
| 3M | -3.8% | -12.1% | +8.3% | -1.1% |
| 6M | -1.7% | -19.4% | +17.8% | +2.5% |
| YTD | +11.4% | -21.9% | +33.3% | +16.5% |
| 1Y | +13.3% | -15.0% | +28.3% | +16.1% |
| All | +13.3% | -14.3% | +27.6% | +16.1% |
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