-99.8%
AMIX vs VTEB
+5.5%
-105.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.1% |
| 7D | -3.4% | -0.2% | -3.2% | -2.4% |
| 30D | -54.4% | -1.6% | -52.8% | -50.7% |
| 3M | -45.7% | -2.0% | -43.8% | -41.6% |
| 6M | -49.2% | -1.7% | -47.5% | -45.5% |
| YTD | -60.3% | -0.6% | -59.8% | -58.0% |
| 1Y | -81.4% | +1.8% | -83.2% | -80.6% |
| All | -99.8% | +5.5% | -105.2% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling