+207.5%
VIAV vs AMIX
-100.0%
+307.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.1% | -6.7% | -5.6% |
| 7D | +7.9% | -9.9% | +17.8% | +8.0% |
| 30D | -20.3% | -52.8% | +32.4% | -19.8% |
| 3M | -28.5% | -80.0% | +51.5% | -27.5% |
| 6M | -42.7% | -80.2% | +37.5% | -43.3% |
| YTD | +72.4% | -88.1% | +160.5% | +70.4% |
| 1Y | +81.5% | -91.1% | +172.5% | +79.4% |
| All | +207.5% | -100.0% | +307.5% | +153.2% |
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