-99.9%
AMIX vs VNQ
+26.2%
-126.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.6% | -7.8% | -8.3% |
| 7D | -10.9% | +0.2% | -11.1% | -10.9% |
| 30D | -55.0% | +5.8% | -60.8% | -55.7% |
| 3M | -82.0% | 0.0% | -82.0% | -82.0% |
| 6M | -80.4% | +1.5% | -81.9% | -80.7% |
| YTD | -88.3% | +12.1% | -100.4% | -89.0% |
| 1Y | -92.4% | +10.6% | -103.0% | -92.8% |
| All | -99.9% | +26.2% | -126.1% | -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