+248.9%
VIAV vs AMIX
-99.9%
+348.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.9% | +5.6% | +3.7% |
| 7D | -4.6% | -13.7% | +9.1% | -4.5% |
| 30D | -10.4% | -62.1% | +51.7% | -9.7% |
| 3M | -34.5% | -46.2% | +11.7% | -35.9% |
| 6M | +7.0% | -46.4% | +53.4% | +4.6% |
| YTD | +95.6% | -60.3% | +155.9% | +91.2% |
| 1Y | +197.2% | -79.7% | +276.9% | +190.4% |
| All | +248.9% | -99.9% | +348.8% | +184.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling