+553.7%
AEP vs VXUS
+161.9%
+391.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.1% |
| 7D | +2.5% | +2.3% | +0.2% | +1.6% |
| 30D | +3.4% | -2.2% | +5.6% | +4.2% |
| 3M | +4.2% | -5.4% | +9.6% | +6.3% |
| 6M | -0.8% | -1.2% | +0.4% | -0.8% |
| YTD | +15.2% | +10.4% | +4.9% | +10.0% |
| 1Y | +8.3% | +11.8% | -3.5% | +2.8% |
| 3Y | +84.2% | +68.4% | +15.8% | +46.9% |
| 5Y | +87.8% | +45.9% | +42.0% | +57.4% |
| 10Y | +204.4% | +144.7% | +59.7% | +98.6% |
| All | +553.7% | +161.9% | +391.8% | +305.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling