-81.7%
AMIX vs VTRS
+64.0%
-145.7%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.4% | -0.1% |
| 7D | +1.6% | -3.5% | +5.0% | +2.1% |
| 30D | -50.8% | +2.1% | -52.9% | -50.9% |
| 3M | -46.3% | +2.6% | -48.9% | -46.0% |
| 6M | -49.9% | +17.8% | -67.6% | -49.5% |
| YTD | -60.4% | +35.7% | -96.1% | -59.6% |
| 1Y | -81.7% | +63.5% | -145.2% | -81.1% |
| All | -81.7% | +64.0% | -145.7% | -81.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling