-99.9%
AMIX vs VTRS
+96.0%
-195.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.8% | +7.1% | +8.8% |
| 7D | +11.4% | +10.2% | +1.2% | +11.1% |
| 30D | -40.5% | +18.2% | -58.7% | -40.7% |
| 3M | -80.1% | +29.0% | -109.1% | -80.2% |
| 6M | -74.8% | +23.2% | -98.1% | -74.9% |
| YTD | -84.0% | +71.4% | -155.4% | -83.7% |
| 1Y | -89.7% | +112.3% | -202.0% | -89.3% |
| All | -99.9% | +96.0% | -195.9% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling