+65.6%
AEP vs VXUS
+54.5%
+11.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | +2.0% | +1.6% | +0.4% | +1.6% |
| 30D | +0.5% | +1.0% | -0.5% | +0.2% |
| 3M | -0.3% | +5.7% | -6.0% | -2.0% |
| 6M | -3.5% | +13.6% | -17.0% | -7.5% |
| YTD | +11.3% | +17.4% | -6.1% | +5.3% |
| 1Y | +20.2% | +25.1% | -4.8% | +11.3% |
| 3Y | +79.8% | +75.8% | +3.9% | +45.2% |
| 5Y | +65.6% | +55.4% | +10.2% | +29.2% |
| All | +65.6% | +54.5% | +11.1% | +29.2% |
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 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