+27.4%
VRTX vs AMIX
-91.8%
+119.3%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -20.0% | +19.8% | -0.1% |
| 7D | -0.4% | -8.1% | +7.7% | -0.4% |
| 30D | +7.9% | -52.3% | +60.2% | +8.1% |
| 3M | +3.3% | -83.8% | +87.1% | +3.6% |
| 6M | +25.7% | -79.0% | +104.7% | +25.0% |
| YTD | +20.7% | -87.2% | +107.8% | +18.7% |
| 1Y | +27.4% | -91.7% | +119.1% | +24.9% |
| All | +27.4% | -91.8% | +119.3% | +24.9% |
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