-46.4%
AMIX vs VEU
+11.6%
-58.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.5% | -3.7% |
| 7D | -13.7% | +1.1% | -14.9% | -17.0% |
| 30D | -62.1% | +2.2% | -64.2% | -64.9% |
| 3M | -46.2% | +3.0% | -49.1% | -49.5% |
| 6M | -46.4% | +10.9% | -57.3% | -50.4% |
| All | -46.4% | +11.6% | -58.1% | -50.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling