+185.0%
VIAV vs AMIX
-100.0%
+284.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | 0.0% | +8.3% | +8.3% |
| 7D | -4.8% | -16.0% | +11.2% | -4.7% |
| 30D | -38.5% | -55.4% | +17.0% | -38.0% |
| 3M | -29.9% | -87.5% | +57.7% | -28.6% |
| 6M | -46.3% | -81.2% | +34.9% | -46.9% |
| YTD | +59.8% | -86.8% | +146.6% | +57.8% |
| 1Y | +62.3% | -91.6% | +153.9% | +60.4% |
| All | +185.0% | -100.0% | +284.9% | +134.5% |
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