+75.3%
VIAV vs AMIX
-92.3%
+167.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.0% | +0.8% | -2.2% |
| 7D | -14.7% | -25.1% | +10.4% | -14.4% |
| 30D | -37.4% | -54.5% | +17.2% | -36.8% |
| 3M | -27.1% | -91.7% | +64.6% | -25.2% |
| 6M | -44.0% | -79.4% | +35.4% | -43.7% |
| YTD | +64.9% | -86.1% | +150.9% | +65.1% |
| 1Y | +75.3% | -91.6% | +166.9% | +75.9% |
| All | +75.3% | -92.3% | +167.6% | +75.9% |
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