+61.6%
VEA vs AMC
-99.4%
+161.0%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.3% | -3.9% | +0.3% |
| 7D | +1.0% | +2.3% | -1.4% | +0.9% |
| 30D | +1.9% | -0.7% | +2.7% | +1.9% |
| 3M | +3.2% | +35.2% | -32.0% | +1.3% |
| 6M | +10.2% | +124.6% | -114.3% | +5.4% |
| YTD | +18.9% | +69.9% | -51.0% | +14.9% |
| 1Y | +29.3% | -2.6% | +31.9% | +27.6% |
| 3Y | +76.8% | -79.8% | +156.5% | +81.2% |
| All | +61.6% | -99.4% | +161.0% | +88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 5y: compounded portfolio wealth divided by compounded AMC 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…
5y analysis · Full analysis span regression · 6 months rolling