-99.9%
AMIX vs VMC
+32.3%
-132.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.7% | +9.6% | +9.1% |
| 7D | +11.4% | +1.1% | +10.3% | +10.9% |
| 30D | -40.5% | +17.7% | -58.2% | -45.0% |
| 3M | -80.1% | +1.1% | -81.1% | -80.1% |
| 6M | -74.8% | +1.8% | -76.7% | -75.2% |
| YTD | -84.0% | +1.5% | -85.5% | -84.3% |
| 1Y | -89.7% | -1.1% | -88.6% | -89.8% |
| All | -99.9% | +32.3% | -132.2% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 10y: compounded portfolio wealth divided by compounded VMC 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…
10y analysis · Full analysis span regression · 6 months rolling