-99.9%
AMIX vs VIG
+51.0%
-150.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +2.4% | +9.4% | +6.7% |
| 7D | +1.2% | +0.4% | +0.8% | +0.4% |
| 30D | -45.3% | +4.3% | -49.6% | -50.1% |
| 3M | -83.1% | +2.0% | -85.1% | -83.8% |
| 6M | -76.9% | +10.2% | -87.1% | -79.4% |
| YTD | -85.3% | +14.8% | -100.1% | -87.3% |
| 1Y | -89.8% | +17.5% | -107.3% | -91.3% |
| All | -99.9% | +51.0% | -150.9% | -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