+59.5%
VTI vs AMIX
-99.9%
+159.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.3% | -0.6% |
| 7D | +0.6% | -3.4% | +4.0% | +0.7% |
| 30D | -1.1% | -54.4% | +53.3% | -0.8% |
| 3M | +3.9% | -45.7% | +49.6% | +3.0% |
| 6M | +14.6% | -49.2% | +63.8% | +13.6% |
| YTD | +13.3% | -60.3% | +73.6% | +12.4% |
| 1Y | +19.2% | -81.4% | +100.5% | +18.7% |
| All | +59.5% | -99.9% | +159.3% | +62.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling