+4.5%
VWO vs AMIX
-89.3%
+93.8%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +8.8% | -9.0% | -0.2% |
| 7D | +2.1% | +11.4% | -9.4% | +2.0% |
| 30D | -5.5% | -40.5% | +35.0% | -5.3% |
| 3M | -6.2% | -80.1% | +73.9% | -5.7% |
| 6M | -6.4% | -74.8% | +68.4% | -5.9% |
| YTD | +5.4% | -84.0% | +89.4% | +5.6% |
| 1Y | +4.5% | -89.7% | +94.2% | +4.5% |
| All | +4.5% | -89.3% | +93.8% | +4.5% |
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