-99.9%
AMIX vs VTR
+106.8%
-206.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +0.1% | -20.1% | -20.0% |
| 7D | -8.1% | +1.4% | -9.4% | -8.1% |
| 30D | -52.3% | +8.2% | -60.5% | -52.1% |
| 3M | -83.8% | +4.6% | -88.4% | -83.7% |
| 6M | -79.0% | +4.3% | -83.3% | -79.0% |
| YTD | -87.2% | +19.0% | -106.2% | -87.6% |
| 1Y | -91.7% | +21.6% | -113.3% | -92.0% |
| All | -99.9% | +106.8% | -206.8% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling