+25.5%
VRTX vs AMIX
-100.0%
+125.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -20.0% | +19.8% | -0.1% |
| 7D | -0.4% | -8.1% | +7.7% | -0.3% |
| 30D | +7.9% | -52.3% | +60.2% | +8.2% |
| 3M | +3.3% | -83.8% | +87.1% | +3.9% |
| 6M | +25.7% | -79.0% | +104.7% | +25.0% |
| YTD | +20.7% | -87.2% | +107.8% | +20.3% |
| 1Y | +27.4% | -91.7% | +119.1% | +27.3% |
| All | +25.5% | -100.0% | +125.5% | +34.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling