+1.9%
VUG vs AMIX
-91.4%
+93.3%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -3.4% | -16.0% | +12.6% | -3.3% |
| 30D | -11.1% | -55.4% | +44.3% | -10.7% |
| 3M | -7.2% | -87.5% | +80.3% | -6.2% |
| 6M | -4.1% | -81.2% | +77.1% | -3.3% |
| YTD | +1.4% | -86.8% | +88.2% | +2.2% |
| 1Y | +1.9% | -91.6% | +93.5% | +2.9% |
| All | +1.9% | -91.4% | +93.3% | +2.9% |
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