-99.9%
AMIX vs VIG
+52.6%
-152.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -9.9% | +3.5% | -13.4% | -16.1% |
| 30D | -52.8% | +4.9% | -57.7% | -57.6% |
| 3M | -80.0% | +2.5% | -82.5% | -81.1% |
| 6M | -80.2% | +11.0% | -91.3% | -82.8% |
| YTD | -88.1% | +16.0% | -104.1% | -90.0% |
| 1Y | -91.1% | +17.5% | -108.6% | -92.5% |
| All | -99.9% | +52.6% | -152.5% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling