+65.7%
AMGN vs VXUS
+16.4%
+49.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.0% | +1.8% | +3.0% |
| 7D | +5.9% | +0.2% | +5.7% | +5.8% |
| 30D | +18.7% | -2.3% | +21.0% | +19.7% |
| 3M | +23.4% | -2.8% | +26.2% | +24.7% |
| 6M | +49.7% | +2.6% | +47.1% | +46.3% |
| YTD | +49.2% | +12.0% | +37.2% | +37.1% |
| 1Y | +65.7% | +16.5% | +49.2% | +45.7% |
| All | +65.7% | +16.4% | +49.3% | +45.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling