+61.1%
VWO vs AMIX
-99.9%
+161.0%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | +0.2% | +1.6% | -1.4% | +0.2% |
| 30D | +0.9% | -50.8% | +51.7% | +1.1% |
| 3M | +4.3% | -46.3% | +50.5% | +3.5% |
| 6M | +10.5% | -49.9% | +60.4% | +9.7% |
| YTD | +13.4% | -60.4% | +73.8% | +12.5% |
| 1Y | +18.6% | -81.7% | +100.3% | +17.8% |
| All | +61.1% | -99.9% | +161.0% | +58.0% |
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