-49.4%
VG vs AMIX
-97.4%
+48.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -3.0% | -4.7% | -7.7% |
| 7D | -16.4% | -25.1% | +8.7% | -16.4% |
| 30D | -10.8% | -54.5% | +43.7% | -10.9% |
| 3M | -6.3% | -91.7% | +85.4% | -6.5% |
| 6M | -12.5% | -79.4% | +66.9% | -12.8% |
| YTD | +76.9% | -86.1% | +163.0% | +78.4% |
| 1Y | +51.8% | -91.6% | +143.4% | +55.5% |
| All | -49.4% | -97.4% | +48.0% | -43.7% |
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