+77.2%
VGT vs AMIX
-100.0%
+177.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -1.7% |
| 7D | +2.5% | -9.9% | +12.3% | +2.5% |
| 30D | -9.5% | -52.8% | +43.3% | -9.0% |
| 3M | -9.5% | -80.0% | +70.5% | -8.3% |
| 6M | -1.8% | -80.2% | +78.5% | -3.0% |
| YTD | +18.4% | -88.1% | +106.5% | +17.3% |
| 1Y | +18.7% | -91.1% | +109.8% | +17.7% |
| All | +77.2% | -100.0% | +177.1% | +75.2% |
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