-91.6%
AMIX vs VYM
+21.8%
-113.3%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.2% | -4.2% | -9.7% |
| 7D | -25.1% | +1.2% | -26.3% | -30.1% |
| 30D | -54.5% | +5.2% | -59.8% | -66.8% |
| 3M | -91.7% | +0.5% | -92.3% | -92.1% |
| 6M | -79.4% | +7.7% | -87.1% | -80.7% |
| YTD | -86.1% | +17.2% | -103.2% | -85.3% |
| 1Y | -91.6% | +21.7% | -113.2% | -89.0% |
| All | -91.6% | +21.8% | -113.3% | -89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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