+46.1%
VXUS vs AEIS
+142.3%
-96.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.0% | +4.0% | +0.8% |
| 7D | +2.1% | +11.5% | -9.4% | -0.2% |
| 30D | -1.1% | -15.8% | +14.6% | +1.5% |
| 3M | -5.6% | -33.3% | +27.7% | +1.2% |
| 6M | -2.3% | -35.2% | +32.9% | +3.8% |
| YTD | +10.4% | +5.0% | +5.3% | +3.4% |
| 1Y | +13.1% | +8.5% | +4.6% | +5.0% |
| 3Y | +68.0% | +152.9% | -84.9% | +19.7% |
| All | +46.1% | +142.3% | -96.2% | +0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling