+183.8%
VXUS vs AEE
+527.5%
-343.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +1.0% | +0.3% | +0.7% | +0.9% |
| 30D | +2.2% | -2.3% | +4.5% | +3.0% |
| 3M | +3.0% | +0.2% | +2.8% | +2.5% |
| 6M | +10.7% | -4.7% | +15.4% | +12.0% |
| YTD | +17.8% | +8.1% | +9.7% | +14.0% |
| 1Y | +27.6% | +8.5% | +19.0% | +23.1% |
| 3Y | +73.3% | +48.9% | +24.4% | +47.5% |
| 5Y | +54.3% | +39.9% | +14.4% | +32.8% |
| 10Y | +149.8% | +186.5% | -36.7% | +52.4% |
| All | +183.8% | +527.5% | -343.7% | -6.2% |
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