-18.3%
AMRZ price history and return analytics
+32.5%
-50.8%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -3.6% |
| 7D | -2.0% | +1.0% | -3.0% | -3.2% |
| 30D | -9.8% | -0.2% | -9.6% | -9.5% |
| 3M | -17.2% | +4.5% | -21.8% | -21.8% |
| 6M | -26.9% | +14.1% | -41.0% | -39.1% |
| YTD | -21.5% | +14.8% | -36.2% | -34.6% |
| 1Y | -22.9% | +21.2% | -44.1% | -39.5% |
| All | -18.3% | +32.5% | -50.8% | -39.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling