-21.3%
AMRZ price history and return analytics
+30.5%
-51.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.2% |
| 7D | -8.1% | -2.0% | -6.1% | -5.6% |
| 30D | -14.8% | -1.4% | -13.4% | -13.2% |
| 3M | -19.7% | +4.7% | -24.5% | -24.5% |
| 6M | -30.8% | +11.4% | -42.2% | -40.4% |
| YTD | -24.3% | +13.1% | -37.4% | -35.7% |
| 1Y | -24.0% | +19.0% | -43.1% | -39.1% |
| All | -21.3% | +30.5% | -51.8% | -40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling