+97.2%
AMCR vs VEU
+225.9%
-128.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -2.0% | -2.3% |
| 7D | -6.3% | +0.3% | -6.6% | -6.4% |
| 30D | -7.1% | +0.7% | -7.8% | -7.5% |
| 3M | +12.7% | +4.7% | +8.0% | +9.6% |
| 6M | +5.2% | +11.6% | -6.5% | -1.2% |
| YTD | +8.1% | +16.8% | -8.7% | -1.0% |
| 1Y | +11.7% | +24.9% | -13.1% | -1.5% |
| 3Y | +9.9% | +75.7% | -65.8% | -19.8% |
| 5Y | -8.7% | +56.1% | -64.8% | -29.7% |
| 10Y | +16.8% | +153.6% | -136.8% | -24.2% |
| All | +97.2% | +225.9% | -128.6% | +26.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling