-91.6%
AMIX vs VTR
+22.5%
-114.0%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.5% | -5.5% | -1.9% |
| 7D | -25.1% | +10.0% | -35.1% | -21.8% |
| 30D | -54.5% | +9.6% | -64.2% | -52.3% |
| 3M | -91.7% | -1.2% | -90.5% | -91.5% |
| 6M | -79.4% | +2.8% | -82.3% | -78.6% |
| YTD | -86.1% | +17.4% | -103.5% | -86.4% |
| 1Y | -91.6% | +22.0% | -113.6% | -93.0% |
| All | -91.6% | +22.5% | -114.0% | -93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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