-80.9%
AMIX vs VIG
+8.1%
-89.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.3% | -2.3% | +33.1% |
| 7D | -25.5% | -2.0% | -23.5% | -19.1% |
| 30D | -56.2% | +2.7% | -58.9% | -81.7% |
| 3M | -87.4% | +0.3% | -87.8% | -92.7% |
| 6M | -80.9% | +7.6% | -88.5% | -91.7% |
| All | -80.9% | +8.1% | -89.1% | -91.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling