+11.5%
VCIT vs AMIX
-99.9%
+111.5%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +8.8% | -9.5% | -0.7% |
| 7D | +0.1% | +11.4% | -11.3% | +0.1% |
| 30D | +1.1% | -40.5% | +41.6% | +1.2% |
| 3M | -1.4% | -80.1% | +78.7% | -1.2% |
| 6M | -2.3% | -74.8% | +72.5% | -2.5% |
| YTD | -1.8% | -84.0% | +82.2% | -1.9% |
| 1Y | -1.0% | -89.7% | +88.7% | -1.1% |
| All | +11.5% | -99.9% | +111.5% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 10y: compounded portfolio wealth divided by compounded AMIX 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…
10y analysis · Full analysis span regression · 6 months rolling