+146.3%
VXUS vs AEE
+219.0%
-72.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | +2.3% | +0.6% | +1.7% | +2.1% |
| 30D | -2.2% | +8.8% | -11.0% | -4.5% |
| 3M | -5.4% | +5.1% | -10.5% | -6.8% |
| 6M | -1.2% | +5.2% | -6.4% | -3.0% |
| YTD | +10.4% | +16.1% | -5.7% | +5.2% |
| 1Y | +11.8% | +10.4% | +1.4% | +8.2% |
| 3Y | +68.4% | +63.1% | +5.3% | +43.6% |
| 5Y | +45.9% | +55.6% | -9.7% | +25.1% |
| All | +146.3% | +219.0% | -72.7% | +86.6% |
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