-99.8%
AMIX vs VEU
+67.1%
-166.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.5% | -2.7% |
| 7D | -13.7% | +1.1% | -14.9% | -15.0% |
| 30D | -62.1% | +2.2% | -64.2% | -63.2% |
| 3M | -46.2% | +3.0% | -49.1% | -47.6% |
| 6M | -46.4% | +10.9% | -57.3% | -49.1% |
| YTD | -60.3% | +18.2% | -78.5% | -62.8% |
| 1Y | -79.7% | +28.3% | -107.9% | -81.3% |
| All | -99.8% | +67.1% | -166.9% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling