+8.6%
VRT vs AMIX
-89.8%
+98.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +8.8% | -11.9% | -3.1% |
| 7D | -17.7% | +11.4% | -29.1% | -17.7% |
| 30D | -20.0% | -40.5% | +20.5% | -20.0% |
| 3M | -28.1% | -80.1% | +52.0% | -28.0% |
| 6M | -42.8% | -74.8% | +32.0% | -39.3% |
| YTD | +20.0% | -84.0% | +103.9% | +26.5% |
| All | +8.6% | -89.8% | +98.4% | +14.5% |
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 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