+59.9%
VEA vs AMCR
-12.3%
+72.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +1.6% |
| 7D | -1.5% | -6.3% | +4.8% | +0.8% |
| 30D | -0.8% | -7.8% | +7.0% | +1.9% |
| 3M | +2.5% | +7.5% | -5.1% | -0.7% |
| 6M | +11.1% | +2.7% | +8.5% | +9.0% |
| YTD | +17.2% | +6.0% | +11.1% | +12.9% |
| 1Y | +24.5% | +7.8% | +16.7% | +19.0% |
| 3Y | +75.4% | +5.8% | +69.6% | +64.2% |
| All | +59.9% | -12.3% | +72.2% | +60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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