-90.5%
AMIX vs VEU
+14.7%
-105.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +2.8% | +9.0% | +4.6% |
| 7D | +1.2% | +0.8% | +0.4% | -0.8% |
| 30D | -45.3% | -1.6% | -43.7% | -42.8% |
| 3M | -83.1% | -4.2% | -78.9% | -81.0% |
| 6M | -76.9% | -1.5% | -75.4% | -74.8% |
| YTD | -85.3% | +11.7% | -97.0% | -81.2% |
| All | -90.5% | +14.7% | -105.2% | -86.8% |
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