-82.0%
AMIX vs VYM
+18.5%
-100.5%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -0.9% |
| 7D | -6.3% | -1.9% | -4.4% | +4.7% |
| 30D | -51.9% | -2.6% | -49.3% | -43.9% |
| 3M | -44.9% | +3.6% | -48.5% | -40.4% |
| 6M | -47.9% | +8.7% | -56.6% | -44.6% |
| YTD | -62.0% | +14.1% | -76.2% | -58.8% |
| 1Y | -82.0% | +17.8% | -99.8% | -79.0% |
| All | -82.0% | +18.5% | -100.5% | -79.0% |
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