+55.4%
VXUS vs AEM
+297.7%
-242.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.1% |
| 7D | +1.6% | +4.3% | -2.8% | +0.7% |
| 30D | +1.0% | +13.1% | -12.1% | -1.6% |
| 3M | +5.7% | +24.8% | -19.1% | +0.7% |
| 6M | +13.6% | -8.2% | +21.8% | +14.3% |
| YTD | +17.4% | +19.8% | -2.4% | +12.2% |
| 1Y | +25.1% | +32.1% | -7.0% | +16.9% |
| 3Y | +75.8% | +348.2% | -272.4% | +28.4% |
| 5Y | +55.4% | +297.5% | -242.1% | +12.8% |
| All | +55.4% | +297.7% | -242.3% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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