-89.7%
AMIX vs VEU
+13.9%
-103.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.7% | +9.5% | +10.5% |
| 7D | +11.4% | +0.5% | +10.9% | +9.7% |
| 30D | -40.5% | -2.3% | -38.2% | -36.8% |
| 3M | -80.1% | -4.4% | -75.7% | -77.6% |
| 6M | -74.8% | -2.2% | -72.7% | -72.1% |
| YTD | -84.0% | +10.9% | -94.9% | -79.2% |
| 1Y | -89.7% | +13.4% | -103.1% | -85.4% |
| All | -89.7% | +13.9% | -103.6% | -85.4% |
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