+144.8%
VXUS vs AEE
+191.3%
-46.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.0% |
| 7D | -1.9% | -0.7% | -1.2% | -1.7% |
| 30D | -0.7% | -2.0% | +1.2% | -0.2% |
| 3M | +4.9% | -2.8% | +7.8% | +5.5% |
| 6M | +9.7% | -3.6% | +13.2% | +10.4% |
| YTD | +15.0% | +7.3% | +7.7% | +12.1% |
| 1Y | +22.4% | +8.7% | +13.7% | +18.8% |
| 3Y | +72.2% | +46.0% | +26.2% | +51.6% |
| 5Y | +52.6% | +39.8% | +12.8% | +35.0% |
| All | +144.8% | +191.3% | -46.4% | +84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling