+267.1%
VEA vs AMCR
+97.2%
+169.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.7% | +1.9% | -0.1% |
| 7D | +0.3% | -6.3% | +6.6% | +2.0% |
| 30D | +0.4% | -7.1% | +7.6% | +2.4% |
| 3M | +4.8% | +12.7% | -7.9% | +1.2% |
| 6M | +11.3% | +5.2% | +6.1% | +9.1% |
| YTD | +17.4% | +8.1% | +9.3% | +14.0% |
| 1Y | +26.2% | +11.7% | +14.5% | +21.3% |
| 3Y | +77.7% | +9.9% | +67.8% | +69.7% |
| 5Y | +60.9% | -8.7% | +69.6% | +60.6% |
| 10Y | +163.6% | +16.8% | +146.8% | +138.2% |
| All | +267.1% | +97.2% | +169.9% | +226.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling