-99.8%
AMIX vs VNQ
+22.1%
-121.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.2% | -3.8% |
| 7D | -6.3% | -2.6% | -3.7% | -5.6% |
| 30D | -51.9% | -2.3% | -49.6% | -51.5% |
| 3M | -44.9% | -2.8% | -42.1% | -44.8% |
| 6M | -47.9% | +2.5% | -50.4% | -49.1% |
| YTD | -62.0% | +8.4% | -70.5% | -64.1% |
| 1Y | -82.0% | +6.8% | -88.8% | -82.8% |
| All | -99.8% | +22.1% | -121.9% | -99.8% |
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