-91.6%
AMIX vs VSH
+58.3%
-149.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.7% | -5.7% | -4.9% |
| 7D | -16.0% | -12.9% | -3.1% | -6.9% |
| 30D | -55.4% | -36.9% | -18.6% | -35.0% |
| 3M | -87.5% | -28.8% | -58.8% | -84.8% |
| 6M | -81.2% | -30.3% | -50.9% | -68.5% |
| YTD | -86.8% | +62.4% | -149.2% | -69.1% |
| 1Y | -91.6% | +62.5% | -154.1% | -79.6% |
| All | -91.6% | +58.3% | -149.9% | -79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling