-99.9%
AMIX vs VEU
+56.8%
-156.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.2% |
| 7D | -9.9% | +2.1% | -12.0% | -12.4% |
| 30D | -52.8% | -0.9% | -51.8% | -52.1% |
| 3M | -80.0% | -5.4% | -74.6% | -78.4% |
| 6M | -80.2% | -1.8% | -78.4% | -79.2% |
| YTD | -88.1% | +10.9% | -99.1% | -87.9% |
| 1Y | -91.1% | +13.6% | -104.6% | -90.9% |
| All | -99.9% | +56.8% | -156.8% | -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