-99.9%
AMIX vs VEU
+58.3%
-158.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +0.9% | -20.9% | -21.3% |
| 7D | -8.1% | -0.5% | -7.6% | -7.5% |
| 30D | -52.3% | -1.0% | -51.3% | -51.6% |
| 3M | -83.8% | -3.6% | -80.2% | -82.9% |
| 6M | -79.0% | -1.2% | -77.8% | -78.1% |
| YTD | -87.2% | +12.0% | -99.2% | -87.1% |
| 1Y | -91.7% | +13.9% | -105.6% | -91.7% |
| All | -99.9% | +58.3% | -158.2% | -99.9% |
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