+165.8%
VXUS vs AEE
+574.8%
-408.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | +0.5% | +3.0% | -2.5% | -0.5% |
| 30D | -2.5% | +11.2% | -13.8% | -6.0% |
| 3M | -4.6% | +7.0% | -11.6% | -6.9% |
| 6M | -2.6% | +5.7% | -8.3% | -4.9% |
| YTD | +10.4% | +16.2% | -5.9% | +4.1% |
| 1Y | +12.9% | +12.0% | +0.8% | +7.8% |
| 3Y | +68.4% | +63.4% | +5.0% | +38.9% |
| 5Y | +47.7% | +56.0% | -8.4% | +22.3% |
| 10Y | +142.2% | +217.4% | -75.1% | +42.3% |
| All | +165.8% | +574.8% | -408.9% | -14.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling