+168.3%
VXUS vs AEIS
+1,439.8%
-1,271.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.5% | -3.5% | -0.1% |
| 7D | -0.5% | +9.5% | -10.0% | -2.8% |
| 30D | -1.2% | -17.5% | +16.3% | +2.2% |
| 3M | -3.8% | -29.3% | +25.4% | +2.3% |
| 6M | -1.7% | -34.7% | +33.0% | +4.8% |
| YTD | +11.4% | +10.7% | +0.7% | +3.5% |
| 1Y | +13.3% | +7.4% | +5.9% | +5.9% |
| 3Y | +70.0% | +161.1% | -91.1% | +23.2% |
| 5Y | +48.1% | +150.7% | -102.6% | +5.6% |
| 10Y | +147.1% | +360.8% | -213.8% | +36.9% |
| All | +168.3% | +1,439.8% | -1,271.5% | -8.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling