+230.3%
VIAV vs AMIX
-100.0%
+330.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -20.0% | +26.4% | +6.6% |
| 7D | +12.3% | -8.1% | +20.4% | +12.4% |
| 30D | -21.0% | -52.3% | +31.3% | -20.4% |
| 3M | -14.1% | -83.8% | +69.7% | -12.7% |
| 6M | -39.9% | -79.0% | +39.0% | -40.6% |
| YTD | +85.2% | -87.2% | +172.4% | +82.9% |
| 1Y | +84.3% | -91.7% | +176.0% | +82.0% |
| All | +230.3% | -100.0% | +330.3% | +171.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling