+199.6%
AMGN vs VXUS
+148.6%
+50.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -1.0% | -1.5% |
| 7D | -13.9% | -1.9% | -12.0% | -12.9% |
| 30D | -7.1% | -0.7% | -6.4% | -6.7% |
| 3M | +13.9% | +4.9% | +9.0% | +10.5% |
| 6M | +3.2% | +9.7% | -6.4% | -2.9% |
| YTD | +19.2% | +15.0% | +4.2% | +8.9% |
| 1Y | +41.1% | +22.4% | +18.7% | +24.1% |
| 3Y | +61.3% | +72.2% | -10.9% | +14.9% |
| 5Y | +109.1% | +52.6% | +56.4% | +59.8% |
| All | +199.6% | +148.6% | +50.9% | +66.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling