+150.1%
VXUS vs AEIS
+545.5%
-395.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.5% |
| 7D | +0.3% | +6.5% | -6.2% | -1.2% |
| 30D | +0.7% | -9.2% | +9.8% | +2.5% |
| 3M | +4.8% | -8.3% | +13.1% | +5.0% |
| 6M | +11.3% | -6.3% | +17.7% | +10.0% |
| YTD | +16.5% | +36.5% | -20.0% | +4.5% |
| 1Y | +24.3% | +84.8% | -60.5% | +2.7% |
| 3Y | +74.5% | +176.6% | -102.1% | +25.9% |
| 5Y | +54.3% | +237.1% | -182.8% | +3.1% |
| 10Y | +150.1% | +554.7% | -404.6% | +26.7% |
| All | +150.1% | +545.5% | -395.4% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded AEIS 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling