-91.1%
AMIX vs VMC
-5.0%
-86.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.4% |
| 7D | -9.9% | -1.3% | -8.6% | -9.1% |
| 30D | -52.8% | +15.5% | -68.2% | -56.0% |
| 3M | -80.0% | +0.6% | -80.6% | -79.9% |
| 6M | -80.2% | +2.1% | -82.3% | -80.4% |
| YTD | -88.1% | -1.6% | -86.6% | -87.6% |
| 1Y | -91.1% | -1.2% | -89.9% | -90.3% |
| All | -91.1% | -5.0% | -86.1% | -90.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling