-39.3%
VG vs AMIX
-92.6%
+53.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | -0.4% |
| 7D | +1.7% | -13.7% | +15.4% | +1.7% |
| 30D | +16.0% | -62.1% | +78.1% | +15.9% |
| 3M | +9.7% | -46.2% | +55.9% | +9.7% |
| 6M | +29.6% | -46.4% | +76.0% | +29.8% |
| YTD | +112.0% | -60.3% | +172.3% | +114.1% |
| 1Y | +12.8% | -79.7% | +92.5% | +16.8% |
| All | -39.3% | -92.6% | +53.2% | -32.4% |
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