Plotting

In addition to graphing either the VAMI or Account Value equity curves, you can then plot various data. Both the Account Value and VAMI graphs are able to plot a regression line of the monthly data. The VAMI graph also allows you to see how your portfolio performance compares to the S&P500, S&P400, and S&P600. This gives you a good benchmark to see your overall performance against small- caps through large-caps.

NOTE: The S&P600 comparison is only viewable when the first date of your portfolio in which you are viewing is after 1996. This is the first available date in which data becomes available for the index. Similarly, the S&P400 is viewable back to 1992 and the S&P500 viewable back to 1950.