0.0%
VRT vs AMIX
-91.4%
+91.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | -21.4% | -16.0% | -5.3% | -21.3% |
| 30D | -25.8% | -55.4% | +29.6% | -25.7% |
| 3M | -33.5% | -87.5% | +54.0% | -33.4% |
| 6M | -49.0% | -81.2% | +32.2% | -45.7% |
| YTD | +12.9% | -86.8% | +99.8% | +19.8% |
| 1Y | 0.0% | -91.6% | +91.6% | +6.3% |
| All | 0.0% | -91.4% | +91.4% | +6.3% |
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