+177.7%
AEP vs VXUS
+146.7%
+31.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.3% |
| 7D | +0.9% | +0.3% | +0.6% | +0.8% |
| 30D | +1.5% | +0.7% | +0.8% | +1.2% |
| 3M | -1.7% | +4.8% | -6.4% | -3.6% |
| 6M | -4.0% | +11.3% | -15.4% | -8.3% |
| YTD | +10.6% | +16.5% | -5.9% | +3.7% |
| 1Y | +18.6% | +24.3% | -5.7% | +8.3% |
| 3Y | +78.7% | +74.5% | +4.2% | +40.7% |
| 5Y | +65.1% | +54.3% | +10.7% | +35.1% |
| 10Y | +177.7% | +150.1% | +27.6% | +63.5% |
| All | +177.7% | +146.7% | +31.0% | +63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 10y: compounded portfolio wealth divided by compounded VXUS 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…
10y analysis · Full analysis span regression · 6 months rolling