-99.9%
AMIX vs VSH
+11.7%
-111.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.7% | -5.7% | -3.3% |
| 7D | -16.0% | -12.9% | -3.1% | -9.8% |
| 30D | -55.4% | -36.9% | -18.6% | -42.8% |
| 3M | -87.5% | -28.8% | -58.8% | -85.5% |
| 6M | -81.2% | -30.3% | -50.9% | -75.1% |
| YTD | -86.8% | +62.4% | -149.2% | -84.4% |
| 1Y | -91.6% | +62.5% | -154.1% | -90.0% |
| All | -99.9% | +11.7% | -111.6% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling