-99.8%
AMIX vs VTRS
+54.0%
-153.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -4.0% |
| 7D | -6.3% | -3.3% | -3.0% | -6.2% |
| 30D | -51.9% | +1.4% | -53.3% | -51.9% |
| 3M | -44.9% | +4.6% | -49.6% | -44.6% |
| 6M | -47.9% | +18.1% | -66.0% | -47.2% |
| YTD | -62.0% | +34.7% | -96.7% | -61.1% |
| 1Y | -82.0% | +65.6% | -147.6% | -81.2% |
| All | -99.8% | +54.0% | -153.8% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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