+18.2%
VGT vs AMIX
-91.8%
+110.0%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -20.0% | +22.9% | +3.1% |
| 7D | -1.6% | -8.1% | +6.5% | -1.5% |
| 30D | -10.1% | -52.3% | +42.1% | -9.5% |
| 3M | -5.3% | -83.8% | +78.5% | -3.8% |
| 6M | +0.2% | -79.0% | +79.2% | +0.4% |
| YTD | +21.1% | -87.2% | +108.3% | +21.0% |
| 1Y | +18.2% | -91.7% | +109.9% | +18.1% |
| All | +18.2% | -91.8% | +110.0% | +18.1% |
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