-99.9%
AMIX vs VLTO
+54.0%
-154.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.4% | -5.2% | -5.4% |
| 7D | -25.5% | +12.0% | -37.5% | -29.6% |
| 30D | -56.2% | +20.8% | -77.0% | -60.3% |
| 3M | -87.4% | +20.1% | -107.6% | -88.6% |
| 6M | -80.9% | +32.6% | -113.5% | -82.5% |
| YTD | -86.8% | +17.3% | -104.2% | -88.1% |
| 1Y | -91.3% | +17.3% | -108.6% | -92.1% |
| All | -99.9% | +54.0% | -154.0% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling