+287.9%
VIAV vs AMIX
-99.9%
+387.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -0.2% | +11.4% | +11.2% |
| 7D | +11.3% | -3.4% | +14.7% | +11.4% |
| 30D | -1.0% | -54.4% | +53.4% | -0.4% |
| 3M | -20.5% | -45.7% | +25.2% | -22.3% |
| 6M | +39.0% | -49.2% | +88.2% | +36.0% |
| YTD | +117.5% | -60.3% | +177.8% | +112.6% |
| 1Y | +233.8% | -81.4% | +315.1% | +226.0% |
| All | +287.9% | -99.9% | +387.7% | +215.9% |
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 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