+58.5%
VUG vs AMIX
-100.0%
+158.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -20.0% | +21.7% | +1.8% |
| 7D | -1.1% | -8.1% | +7.0% | -1.0% |
| 30D | -7.0% | -52.3% | +45.3% | -6.6% |
| 3M | -3.7% | -83.8% | +80.1% | -2.8% |
| 6M | -1.6% | -79.0% | +77.3% | -2.3% |
| YTD | +5.1% | -87.2% | +92.3% | +4.7% |
| 1Y | +3.8% | -91.7% | +95.5% | +3.5% |
| All | +58.5% | -100.0% | +158.5% | +61.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling