-79.7%
AMIX vs VLTO
-8.3%
-71.4%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | +0.1% |
| 7D | -13.7% | -2.3% | -11.4% | -11.2% |
| 30D | -62.1% | -0.9% | -61.2% | -61.7% |
| 3M | -46.2% | +13.8% | -60.0% | -43.7% |
| 6M | -46.4% | +2.0% | -48.4% | -45.7% |
| YTD | -60.3% | -3.2% | -57.1% | -61.3% |
| 1Y | -79.7% | -9.2% | -70.5% | -79.6% |
| All | -79.7% | -8.3% | -71.4% | -79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling