-99.9%
AMIX vs VNQ
+27.0%
-127.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.2% | +9.0% | +8.9% |
| 7D | +11.4% | +2.2% | +9.3% | +10.9% |
| 30D | -40.5% | +7.1% | -47.6% | -41.6% |
| 3M | -80.1% | +0.8% | -80.9% | -80.1% |
| 6M | -74.8% | +2.2% | -77.1% | -75.2% |
| YTD | -84.0% | +12.8% | -96.8% | -85.0% |
| 1Y | -89.7% | +11.7% | -101.4% | -90.3% |
| All | -99.9% | +27.0% | -127.0% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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