+26.2%
VEA vs AMIX
-81.1%
+107.3%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.6% | -0.9% |
| 7D | +0.3% | +1.6% | -1.2% | +0.3% |
| 30D | +0.4% | -50.8% | +51.2% | +0.7% |
| 3M | +4.8% | -46.3% | +51.1% | +5.2% |
| 6M | +11.3% | -49.9% | +61.1% | +11.5% |
| YTD | +17.4% | -60.4% | +77.8% | +17.5% |
| 1Y | +26.2% | -81.7% | +107.9% | +31.2% |
| All | +26.2% | -81.1% | +107.3% | +31.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling