-99.9%
AMIX vs VTEB
+5.9%
-105.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.8% | -7.6% | -5.3% |
| 7D | -10.9% | -0.7% | -10.1% | -8.4% |
| 30D | -55.0% | +2.7% | -57.7% | -60.2% |
| 3M | -82.0% | -1.2% | -80.8% | -80.9% |
| 6M | -80.4% | -1.0% | -79.5% | -79.5% |
| YTD | -88.3% | -0.2% | -88.1% | -87.8% |
| 1Y | -92.4% | +0.1% | -92.5% | -92.1% |
| All | -99.9% | +5.9% | -105.8% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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