-34.9%
VST vs AMIX
-92.3%
+57.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | -3.0% | -10.8% | -13.9% |
| 7D | -15.7% | -25.1% | +9.4% | -16.1% |
| 30D | -17.0% | -54.5% | +37.5% | -17.9% |
| 3M | -15.9% | -91.7% | +75.9% | -18.6% |
| 6M | -25.0% | -79.4% | +54.5% | -18.2% |
| YTD | -25.1% | -86.1% | +61.0% | -17.3% |
| 1Y | -34.9% | -91.6% | +56.7% | -27.4% |
| All | -34.9% | -92.3% | +57.5% | -27.4% |
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 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