+25.5%
VRTX vs AMIX
-100.0%
+125.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.1% | -16.0% | +13.9% | -2.0% |
| 30D | +8.2% | -55.4% | +63.6% | +8.5% |
| 3M | +13.0% | -87.5% | +100.5% | +13.8% |
| 6M | +27.9% | -81.2% | +109.1% | +27.4% |
| YTD | +20.7% | -86.8% | +107.5% | +20.3% |
| 1Y | +31.4% | -91.6% | +123.0% | +31.3% |
| 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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling