+183.8%
VXUS vs AEIS
+1,767.6%
-1,583.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.9% | -0.1% |
| 7D | +1.0% | +3.0% | -1.9% | +0.3% |
| 30D | +2.2% | -14.6% | +16.8% | +5.6% |
| 3M | +3.0% | -12.4% | +15.4% | +4.3% |
| 6M | +10.7% | -15.0% | +25.6% | +11.8% |
| YTD | +17.8% | +34.3% | -16.5% | +6.2% |
| 1Y | +27.6% | +87.4% | -59.8% | +5.3% |
| 3Y | +73.3% | +139.8% | -66.5% | +30.1% |
| 5Y | +54.3% | +220.7% | -166.4% | +5.3% |
| 10Y | +149.8% | +531.6% | -381.8% | +30.4% |
| All | +183.8% | +1,767.6% | -1,583.8% | -6.5% |
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