+12.1%
AMX vs VT
+15.2%
-3.1%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | 0.0% |
| 7D | +4.6% | -0.3% | +4.9% | +4.8% |
| 30D | +13.0% | -1.4% | +14.4% | +14.0% |
| 3M | +0.6% | -1.4% | +2.0% | +1.5% |
| 6M | -4.5% | +5.5% | -9.9% | -8.9% |
| YTD | +22.5% | +12.8% | +9.7% | +12.0% |
| 1Y | +12.1% | +15.4% | -3.3% | +1.4% |
| All | +12.1% | +15.2% | -3.1% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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