+13.8%
VRT vs AMIX
-92.3%
+106.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -3.0% | -9.9% | -12.9% |
| 7D | -15.4% | -25.1% | +9.7% | -15.4% |
| 30D | -19.0% | -54.5% | +35.6% | -18.9% |
| 3M | -23.8% | -91.7% | +67.9% | -23.7% |
| 6M | -37.9% | -79.4% | +41.6% | -34.1% |
| YTD | +27.0% | -86.1% | +113.0% | +33.8% |
| 1Y | +13.8% | -91.6% | +105.4% | +19.6% |
| All | +13.8% | -92.3% | +106.1% | +19.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling