+57.1%
VTI vs AMIX
-100.0%
+157.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.4% |
| 7D | +2.5% | -9.9% | +12.4% | +2.6% |
| 30D | -1.5% | -52.8% | +51.2% | -1.2% |
| 3M | -3.2% | -80.0% | +76.8% | -2.5% |
| 6M | +2.3% | -80.2% | +82.5% | +1.8% |
| YTD | +11.6% | -88.1% | +99.8% | +11.4% |
| 1Y | +13.8% | -91.1% | +104.8% | +13.6% |
| All | +57.1% | -100.0% | +157.1% | +60.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling