+183.9%
VST vs AMIX
-100.0%
+283.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -5.6% | -0.6% | -6.2% |
| 7D | -19.9% | -25.5% | +5.6% | -20.1% |
| 30D | -29.7% | -56.2% | +26.5% | -30.2% |
| 3M | -19.6% | -87.4% | +67.9% | -21.0% |
| 6M | -29.4% | -80.9% | +51.5% | -26.6% |
| YTD | -29.7% | -86.8% | +57.1% | -26.5% |
| 1Y | -40.0% | -91.3% | +51.3% | -37.0% |
| All | +183.9% | -100.0% | +283.9% | +274.3% |
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