-32.0%
VST vs AMIX
-91.4%
+59.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | 0.0% | +10.6% | +10.6% |
| 7D | -9.8% | -16.0% | +6.2% | -10.0% |
| 30D | -25.1% | -55.4% | +30.3% | -26.0% |
| 3M | -11.6% | -87.5% | +75.9% | -14.0% |
| 6M | -20.9% | -81.2% | +60.3% | -13.5% |
| YTD | -22.3% | -86.8% | +64.5% | -13.9% |
| 1Y | -32.0% | -91.6% | +59.6% | -24.0% |
| All | -32.0% | -91.4% | +59.4% | -24.0% |
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