+165.8%
VXUS vs AEIS
+1,374.0%
-1,208.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -0.9% |
| 7D | +0.5% | -6.9% | +7.4% | +1.6% |
| 30D | -2.5% | -23.2% | +20.7% | +2.4% |
| 3M | -4.6% | -29.5% | +24.9% | +1.5% |
| 6M | -2.6% | -37.9% | +35.3% | +5.0% |
| YTD | +10.4% | +6.0% | +4.4% | +3.6% |
| 1Y | +12.9% | +1.2% | +11.6% | +6.9% |
| 3Y | +68.4% | +150.0% | -81.6% | +23.3% |
| 5Y | +47.7% | +141.9% | -94.2% | +6.2% |
| 10Y | +142.2% | +356.2% | -213.9% | +34.5% |
| All | +165.8% | +1,374.0% | -1,208.1% | -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