-99.9%
AMIX vs VMC
+31.2%
-131.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.1% | -1.5% | -3.8% |
| 7D | -25.5% | +1.9% | -27.3% | -26.2% |
| 30D | -56.2% | +14.7% | -70.9% | -59.1% |
| 3M | -87.4% | -0.3% | -87.2% | -87.4% |
| 6M | -80.9% | -1.7% | -79.2% | -80.9% |
| YTD | -86.8% | +0.7% | -87.5% | -87.1% |
| 1Y | -91.3% | +0.9% | -92.2% | -91.5% |
| All | -99.9% | +31.2% | -131.1% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling