-91.7%
AMIX vs VCLT
-3.4%
-88.3%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +0.2% | -20.2% | -21.3% |
| 7D | -8.1% | -0.6% | -7.5% | -5.9% |
| 30D | -52.3% | +2.8% | -55.0% | -61.2% |
| 3M | -83.8% | -0.4% | -83.4% | -83.6% |
| 6M | -79.0% | -3.1% | -75.9% | -76.9% |
| YTD | -87.2% | -2.7% | -84.5% | -86.1% |
| 1Y | -91.7% | -3.7% | -88.0% | -90.0% |
| All | -91.7% | -3.4% | -88.3% | -90.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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