-99.8%
AMIX vs VNQ
+24.5%
-124.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -3.4% | -0.4% | -3.0% | -3.3% |
| 30D | -54.4% | -2.5% | -51.8% | -54.0% |
| 3M | -45.7% | +1.4% | -47.1% | -46.6% |
| 6M | -49.2% | +4.6% | -53.7% | -50.6% |
| YTD | -60.3% | +10.5% | -70.9% | -62.7% |
| 1Y | -81.4% | +8.4% | -89.8% | -82.3% |
| All | -99.8% | +24.5% | -124.2% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling