+526.5%
AEP vs VXUS
+179.6%
+346.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.4% |
| 7D | +1.8% | +1.0% | +0.8% | +1.4% |
| 30D | -0.8% | +2.2% | -3.0% | -1.6% |
| 3M | -1.8% | +3.0% | -4.8% | -3.2% |
| 6M | -5.4% | +10.7% | -16.0% | -9.5% |
| YTD | +10.4% | +17.8% | -7.4% | +3.0% |
| 1Y | +18.2% | +27.6% | -9.4% | +6.6% |
| 3Y | +79.0% | +73.3% | +5.7% | +41.6% |
| 5Y | +64.8% | +54.3% | +10.5% | +35.3% |
| 10Y | +170.8% | +149.8% | +21.0% | +75.7% |
| All | +526.5% | +179.6% | +346.9% | +279.9% |
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