+30.7%
AMCR vs VEU
+17.0%
+13.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.0% | +1.3% | +1.7% |
| 7D | +6.2% | +0.2% | +6.0% | +6.0% |
| 30D | +16.0% | -2.1% | +18.2% | +18.0% |
| 3M | +4.4% | -2.7% | +7.1% | +6.6% |
| 6M | +35.5% | +3.2% | +32.3% | +30.0% |
| YTD | +21.5% | +12.6% | +9.0% | +10.3% |
| 1Y | +30.7% | +17.1% | +13.6% | +17.2% |
| All | +30.7% | +17.0% | +13.7% | +17.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling