+1,746.6%
AME vs VEU
+174.2%
+1,572.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.5% |
| 7D | +5.9% | +2.1% | +3.8% | +4.1% |
| 30D | -1.9% | -0.9% | -1.0% | -1.1% |
| 3M | -5.4% | -5.4% | 0.0% | -0.8% |
| 6M | +4.9% | -1.8% | +6.7% | +6.5% |
| YTD | +18.5% | +10.9% | +7.5% | +8.3% |
| 1Y | +25.5% | +13.6% | +11.9% | +12.4% |
| 3Y | +63.0% | +69.3% | -6.2% | +3.1% |
| 5Y | +78.3% | +48.1% | +30.2% | +25.6% |
| 10Y | +447.1% | +148.0% | +299.1% | +156.1% |
| All | +1,746.6% | +174.2% | +1,572.4% | +689.3% |
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