-99.8%
AMIX vs VTRS
+56.2%
-156.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | -0.2% |
| 7D | -3.4% | -0.1% | -3.3% | -3.4% |
| 30D | -54.4% | +1.9% | -56.2% | -54.4% |
| 3M | -45.7% | +5.1% | -50.8% | -45.5% |
| 6M | -49.2% | +20.1% | -69.2% | -48.5% |
| YTD | -60.3% | +36.6% | -96.9% | -59.4% |
| 1Y | -81.4% | +64.1% | -145.5% | -80.6% |
| All | -99.8% | +56.2% | -156.0% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling