-80.9%
AMIX vs VEU
-1.6%
-79.3%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.7% | -1.9% | +12.3% |
| 7D | -25.5% | -3.4% | -22.1% | -12.7% |
| 30D | -56.2% | -5.6% | -50.6% | -42.0% |
| 3M | -87.4% | -6.2% | -81.2% | -83.5% |
| 6M | -80.9% | -2.0% | -78.9% | -75.9% |
| All | -80.9% | -1.6% | -79.3% | -75.9% |
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