-51.4%
VG vs AMIX
-97.5%
+46.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.6% | +1.6% | -4.0% |
| 7D | -22.0% | -25.5% | +3.5% | -22.0% |
| 30D | -14.7% | -56.2% | +41.5% | -14.8% |
| 3M | -7.1% | -87.4% | +80.4% | -7.3% |
| 6M | -11.2% | -80.9% | +69.7% | -11.4% |
| YTD | +69.8% | -86.8% | +156.7% | +71.2% |
| 1Y | +49.9% | -91.3% | +141.2% | +53.2% |
| All | -51.4% | -97.5% | +46.1% | -45.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling