+65.8%
AMGN vs VXUS
+75.9%
-10.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | -0.4% | -9.7% | -9.9% |
| 7D | -10.3% | +1.6% | -11.8% | -11.0% |
| 30D | -3.8% | +1.0% | -4.8% | -4.3% |
| 3M | +14.4% | +5.7% | +8.7% | +10.7% |
| 6M | +7.8% | +13.6% | -5.8% | -0.6% |
| YTD | +22.6% | +17.4% | +5.2% | +10.6% |
| 1Y | +44.2% | +25.1% | +19.1% | +24.9% |
| 3Y | +65.8% | +75.8% | -10.0% | +14.0% |
| All | +65.8% | +75.9% | -10.1% | +14.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling