-91.1%
AMIX vs VNQ
+11.2%
-102.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -9.9% | +0.8% | -10.6% | -9.5% |
| 30D | -52.8% | +6.8% | -59.5% | -50.2% |
| 3M | -80.0% | -1.3% | -78.7% | -80.4% |
| 6M | -80.2% | +2.4% | -82.6% | -80.3% |
| YTD | -88.1% | +12.1% | -100.3% | -86.3% |
| 1Y | -91.1% | +12.0% | -103.1% | -89.7% |
| All | -91.1% | +11.2% | -102.3% | -89.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling