+62.6%
VWO vs AMIX
-99.9%
+162.5%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.7% | +0.7% |
| 7D | +1.1% | -13.7% | +14.8% | +1.1% |
| 30D | +2.4% | -62.1% | +64.4% | +2.7% |
| 3M | +2.0% | -46.2% | +48.2% | +1.3% |
| 6M | +10.7% | -46.4% | +57.1% | +9.8% |
| YTD | +14.4% | -60.3% | +74.7% | +13.6% |
| 1Y | +22.7% | -79.7% | +102.4% | +21.9% |
| All | +62.6% | -99.9% | +162.5% | +59.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling