-99.9%
AMIX vs VRSN
+56.0%
-155.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.7% | +7.1% | +8.3% |
| 7D | +11.4% | -0.9% | +12.3% | +11.8% |
| 30D | -40.5% | +2.4% | -42.9% | -41.0% |
| 3M | -80.1% | +6.4% | -86.5% | -80.5% |
| 6M | -74.8% | +8.6% | -83.4% | -75.1% |
| YTD | -84.0% | +29.3% | -113.2% | -84.7% |
| 1Y | -89.7% | +27.2% | -116.9% | -90.2% |
| All | -99.9% | +56.0% | -155.9% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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