-99.9%
AMIX vs VO
+47.4%
-147.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | 0.0% | +8.9% | +8.9% |
| 7D | +11.4% | -0.2% | +11.6% | +12.0% |
| 30D | -40.5% | +0.5% | -41.0% | -40.8% |
| 3M | -80.1% | -1.1% | -79.0% | -79.7% |
| 6M | -74.8% | +6.4% | -81.2% | -75.4% |
| YTD | -84.0% | +13.5% | -97.5% | -85.0% |
| 1Y | -89.7% | +13.6% | -103.3% | -90.3% |
| All | -99.9% | +47.4% | -147.3% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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