-99.9%
AMIX vs VIG
+47.4%
-147.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.8% |
| 7D | -16.0% | -1.8% | -14.2% | -13.1% |
| 30D | -55.4% | +2.7% | -58.1% | -58.2% |
| 3M | -87.5% | 0.0% | -87.5% | -87.6% |
| 6M | -81.2% | +6.8% | -88.0% | -82.4% |
| YTD | -86.8% | +12.1% | -98.9% | -88.1% |
| 1Y | -91.6% | +14.8% | -106.4% | -92.5% |
| All | -99.9% | +47.4% | -147.4% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling