-79.0%
AMIX vs VTRS
+23.5%
-102.5%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +1.0% | -21.0% | -20.5% |
| 7D | -8.1% | +9.6% | -17.6% | -12.1% |
| 30D | -52.3% | +20.1% | -72.3% | -56.4% |
| 3M | -83.8% | +30.3% | -114.1% | -86.0% |
| 6M | -79.0% | +26.3% | -105.3% | -80.2% |
| All | -79.0% | +23.5% | -102.5% | -80.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling