-99.9%
AMIX vs VTR
+103.4%
-203.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.1% |
| 7D | -9.9% | +0.2% | -10.1% | -9.9% |
| 30D | -52.8% | +5.5% | -58.2% | -52.6% |
| 3M | -80.0% | -0.9% | -79.1% | -79.9% |
| 6M | -80.2% | -0.4% | -79.8% | -80.1% |
| YTD | -88.1% | +17.0% | -105.2% | -88.6% |
| 1Y | -91.1% | +18.0% | -109.0% | -91.4% |
| All | -99.9% | +103.4% | -203.4% | -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