+38.0%
VGT vs AMIX
-80.5%
+118.5%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | +1.8% | -3.4% | +5.2% | +1.9% |
| 30D | -0.3% | -54.4% | +54.1% | +0.3% |
| 3M | +3.4% | -45.7% | +49.1% | +3.5% |
| 6M | +35.0% | -49.2% | +84.1% | +34.9% |
| YTD | +28.8% | -60.3% | +89.1% | +28.8% |
| 1Y | +38.0% | -81.4% | +119.3% | +49.0% |
| All | +38.0% | -80.5% | +118.5% | +49.0% |
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