-99.9%
AMIX vs VTR
+103.0%
-203.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -16.0% | +4.7% | -20.7% | -15.9% |
| 30D | -55.4% | +10.9% | -66.3% | -55.3% |
| 3M | -87.5% | -3.2% | -84.3% | -87.4% |
| 6M | -81.2% | +3.7% | -84.9% | -81.3% |
| YTD | -86.8% | +16.8% | -103.6% | -87.3% |
| 1Y | -91.6% | +21.3% | -112.9% | -91.9% |
| All | -99.9% | +103.0% | -203.0% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling