-99.8%
AMIX vs VO
+48.2%
-148.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.6% |
| 7D | -13.7% | -0.3% | -13.5% | -13.3% |
| 30D | -62.1% | -0.3% | -61.7% | -62.0% |
| 3M | -46.2% | +2.9% | -49.1% | -46.7% |
| 6M | -46.4% | +9.3% | -55.8% | -49.0% |
| YTD | -60.3% | +14.2% | -74.5% | -63.0% |
| 1Y | -79.7% | +15.3% | -94.9% | -81.1% |
| All | -99.8% | +48.2% | -148.0% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling