-99.9%
AMIX vs VYM
+51.3%
-151.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +1.0% |
| 7D | -16.0% | -2.8% | -13.2% | -10.7% |
| 30D | -55.4% | +1.0% | -56.5% | -56.7% |
| 3M | -87.5% | -2.9% | -84.6% | -86.8% |
| 6M | -81.2% | +2.6% | -83.8% | -80.9% |
| YTD | -86.8% | +12.8% | -99.6% | -87.8% |
| 1Y | -91.6% | +16.8% | -108.4% | -92.5% |
| All | -99.9% | +51.3% | -151.2% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling