-99.9%
AMIX vs VRSN
+57.0%
-156.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.1% |
| 7D | -9.9% | +1.4% | -11.3% | -10.3% |
| 30D | -52.8% | +3.9% | -56.6% | -53.4% |
| 3M | -80.0% | +9.3% | -89.4% | -80.6% |
| 6M | -80.2% | +6.7% | -86.9% | -80.4% |
| YTD | -88.1% | +30.0% | -118.2% | -88.7% |
| 1Y | -91.1% | +26.0% | -117.1% | -91.5% |
| All | -99.9% | +57.0% | -156.9% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling