+80.1%
AEP vs VXUS
+46.5%
+33.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.2% |
| 7D | -1.6% | +0.5% | -2.1% | -1.7% |
| 30D | +4.1% | -2.5% | +6.6% | +4.8% |
| 3M | +4.1% | -4.6% | +8.7% | +5.4% |
| 6M | -1.0% | -2.6% | +1.6% | -0.6% |
| YTD | +13.4% | +10.4% | +3.0% | +9.0% |
| 1Y | +6.7% | +12.9% | -6.2% | +1.8% |
| 3Y | +81.3% | +68.4% | +12.9% | +47.1% |
| 5Y | +80.1% | +47.7% | +32.4% | +45.3% |
| All | +80.1% | +46.5% | +33.6% | +45.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling