+75.8%
VXUS vs AEE
+49.7%
+26.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.3% | -0.5% |
| 7D | +1.6% | +1.3% | +0.3% | +1.4% |
| 30D | +1.0% | -1.2% | +2.2% | +1.2% |
| 3M | +5.7% | +1.0% | +4.6% | +5.2% |
| 6M | +13.6% | -2.3% | +15.9% | +13.7% |
| YTD | +17.4% | +9.1% | +8.3% | +15.1% |
| 1Y | +25.1% | +10.6% | +14.5% | +22.3% |
| 3Y | +75.8% | +48.5% | +27.3% | +62.0% |
| All | +75.8% | +49.7% | +26.2% | +62.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling