-91.6%
AMIX vs VLTO
+18.3%
-109.9%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.6% | -3.6% | -3.5% |
| 7D | -25.1% | +13.8% | -38.9% | -35.0% |
| 30D | -54.5% | +21.2% | -75.7% | -63.5% |
| 3M | -91.7% | +21.5% | -113.2% | -93.5% |
| 6M | -79.4% | +33.0% | -112.4% | -83.0% |
| YTD | -86.1% | +17.8% | -103.8% | -89.4% |
| 1Y | -91.6% | +18.1% | -109.7% | -93.3% |
| All | -91.6% | +18.3% | -109.9% | -93.3% |
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