-99.9%
AMIX vs VIG
+51.4%
-151.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.3% | +8.6% | +8.3% |
| 7D | +11.4% | +1.0% | +10.5% | +9.3% |
| 30D | -40.5% | +4.5% | -45.0% | -46.0% |
| 3M | -80.1% | +2.1% | -82.2% | -80.9% |
| 6M | -74.8% | +10.5% | -85.3% | -77.7% |
| YTD | -84.0% | +15.1% | -99.1% | -86.2% |
| 1Y | -89.7% | +16.9% | -106.6% | -91.2% |
| All | -99.9% | +51.4% | -151.3% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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