-91.6%
AMIX vs VEU
+17.0%
-108.6%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.0% | -5.0% | -8.1% |
| 7D | -25.1% | +0.2% | -25.3% | -25.5% |
| 30D | -54.5% | -2.1% | -52.4% | -51.8% |
| 3M | -91.7% | -2.7% | -89.0% | -91.2% |
| 6M | -79.4% | +3.2% | -82.7% | -78.2% |
| YTD | -86.1% | +12.6% | -98.6% | -83.0% |
| 1Y | -91.6% | +17.1% | -108.7% | -88.0% |
| All | -91.6% | +17.0% | -108.6% | -88.0% |
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 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