+197.2%
VIAV vs AMIX
-81.0%
+278.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.9% | +5.6% | +3.7% |
| 7D | -4.6% | -13.7% | +9.1% | -4.4% |
| 30D | -10.4% | -62.1% | +51.7% | -9.5% |
| 3M | -34.5% | -46.2% | +11.7% | -34.9% |
| 6M | +7.0% | -46.4% | +53.4% | +6.4% |
| YTD | +95.6% | -60.3% | +155.9% | +94.8% |
| 1Y | +197.2% | -79.7% | +276.9% | +211.8% |
| All | +197.2% | -81.0% | +278.2% | +211.8% |
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