-67.4%
AMC vs VEU
+77.5%
-144.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.5% | +3.8% | +3.7% |
| 7D | +2.3% | +1.1% | +1.2% | +1.0% |
| 30D | -0.7% | +2.2% | -2.9% | -3.1% |
| 3M | +35.2% | +3.0% | +32.2% | +31.4% |
| 6M | +124.6% | +10.9% | +113.7% | +103.5% |
| YTD | +69.9% | +18.2% | +51.7% | +42.9% |
| 1Y | -2.6% | +28.3% | -30.9% | -25.2% |
| All | -67.4% | +77.5% | -144.9% | -85.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 3y: compounded portfolio wealth divided by compounded VEU 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…
3y analysis · Full analysis span regression · 6 months rolling