-99.9%
AMIX vs VO
+48.0%
-147.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -9.9% | +3.1% | -13.0% | -14.3% |
| 30D | -52.8% | +2.2% | -55.0% | -54.5% |
| 3M | -80.0% | -2.5% | -77.5% | -79.2% |
| 6M | -80.2% | +7.0% | -87.2% | -80.9% |
| YTD | -88.1% | +14.0% | -102.1% | -89.0% |
| 1Y | -91.1% | +15.6% | -106.7% | -91.8% |
| All | -99.9% | +48.0% | -147.9% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling