-91.6%
AMIX vs VEU
+12.3%
-103.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.5% |
| 7D | -16.0% | -1.6% | -14.4% | -12.9% |
| 30D | -55.4% | -4.3% | -51.1% | -50.0% |
| 3M | -87.5% | -5.8% | -81.7% | -85.5% |
| 6M | -81.2% | -4.4% | -76.8% | -78.1% |
| YTD | -86.8% | +8.7% | -95.5% | -82.7% |
| 1Y | -91.6% | +12.6% | -104.2% | -87.5% |
| All | -91.6% | +12.3% | -103.8% | -87.5% |
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