+26.4%
VRTX vs AMIX
-99.9%
+126.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +11.8% | -11.2% | +0.6% |
| 7D | -0.4% | +1.2% | -1.6% | -0.4% |
| 30D | +8.0% | -45.3% | +53.3% | +8.2% |
| 3M | +11.0% | -83.1% | +94.1% | +11.7% |
| 6M | +28.2% | -76.9% | +105.0% | +27.5% |
| YTD | +21.5% | -85.3% | +106.8% | +21.1% |
| 1Y | +34.5% | -89.8% | +124.3% | +34.2% |
| All | +26.4% | -99.9% | +126.3% | +35.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling