+205.1%
AEP vs VXUS
+146.5%
+58.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.1% | +0.7% |
| 7D | +0.7% | -0.5% | +1.3% | +0.9% |
| 30D | +4.8% | -1.2% | +6.0% | +5.2% |
| 3M | +5.4% | -3.8% | +9.2% | +6.7% |
| 6M | +0.4% | -1.7% | +2.0% | +0.6% |
| YTD | +15.5% | +11.4% | +4.1% | +10.0% |
| 1Y | +8.5% | +13.3% | -4.8% | +2.6% |
| 3Y | +84.6% | +70.0% | +14.6% | +46.7% |
| 5Y | +86.9% | +48.1% | +38.8% | +55.4% |
| 10Y | +205.1% | +147.1% | +58.1% | +81.2% |
| All | +205.1% | +146.5% | +58.6% | +81.2% |
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