+55.4%
VXUS vs AEIS
+228.8%
-173.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.2% | -1.0% |
| 7D | +1.6% | +8.1% | -6.6% | -0.1% |
| 30D | +1.0% | -11.1% | +12.1% | +3.2% |
| 3M | +5.7% | -5.6% | +11.3% | +5.2% |
| 6M | +13.6% | -0.6% | +14.2% | +10.6% |
| YTD | +17.4% | +38.0% | -20.6% | +5.3% |
| 1Y | +25.1% | +87.2% | -62.2% | +3.3% |
| 3Y | +75.8% | +179.7% | -103.9% | +25.9% |
| 5Y | +55.4% | +241.7% | -186.4% | +0.9% |
| All | +55.4% | +228.8% | -173.4% | +0.9% |
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