+416.2%
AME vs VEU
+152.3%
+263.9%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | +0.4% |
| 7D | 0.0% | -1.9% | +1.9% | +1.9% |
| 30D | -8.6% | -0.7% | -7.9% | -8.0% |
| 3M | +5.8% | +4.9% | +0.9% | +1.0% |
| 6M | +3.8% | +9.8% | -6.0% | -5.5% |
| YTD | +14.4% | +15.3% | -0.9% | -0.8% |
| 1Y | +25.8% | +23.0% | +2.7% | +2.2% |
| 3Y | +55.2% | +73.5% | -18.3% | -12.0% |
| 5Y | +85.5% | +54.5% | +31.0% | +18.4% |
| All | +416.2% | +152.3% | +263.9% | +101.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling