-92.4%
AMIX vs VEU
+12.6%
-105.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.9% | -7.6% | -6.3% |
| 7D | -10.9% | +2.4% | -13.2% | -16.2% |
| 30D | -55.0% | -2.0% | -53.0% | -52.7% |
| 3M | -82.0% | -5.1% | -76.9% | -79.4% |
| 6M | -80.4% | -0.7% | -79.7% | -78.5% |
| YTD | -88.3% | +11.0% | -99.3% | -84.8% |
| 1Y | -92.4% | +12.4% | -104.8% | -89.8% |
| All | -92.4% | +12.6% | -105.0% | -89.8% |
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