+12.7%
VTI vs AMIX
-91.8%
+104.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -20.0% | +21.3% | +1.4% |
| 7D | -0.7% | -8.1% | +7.4% | -0.7% |
| 30D | -1.9% | -52.3% | +50.3% | -1.6% |
| 3M | -1.4% | -83.8% | +82.3% | -0.8% |
| 6M | +3.5% | -79.0% | +82.4% | +3.8% |
| YTD | +12.6% | -87.2% | +99.8% | +12.9% |
| 1Y | +12.7% | -91.7% | +104.4% | +12.9% |
| All | +12.7% | -91.8% | +104.6% | +12.9% |
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 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