-46.4%
AMIX vs VSH
+75.8%
-122.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.4% | -6.4% | -7.5% |
| 7D | -13.7% | +4.1% | -17.8% | -18.6% |
| 30D | -62.1% | -4.2% | -57.9% | -61.9% |
| 3M | -46.2% | -50.0% | +3.8% | -21.5% |
| 6M | -46.4% | +80.2% | -126.6% | -10.1% |
| All | -46.4% | +75.8% | -122.3% | -10.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling