-71.3%
AMC vs VEU
+64.7%
-136.0%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.8% | +1.7% |
| 7D | +2.6% | -1.6% | +4.3% | +5.3% |
| 30D | +9.0% | -4.3% | +13.4% | +15.7% |
| 3M | +22.2% | -5.8% | +28.0% | +32.4% |
| 6M | +91.5% | -4.4% | +95.8% | +106.1% |
| YTD | +101.3% | +8.7% | +92.6% | +90.0% |
| 1Y | +20.8% | +12.6% | +8.1% | +10.0% |
| 3Y | -71.3% | +65.2% | -136.6% | -85.0% |
| All | -71.3% | +64.7% | -136.0% | -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