+146.2%
VXUS vs AG
+76.0%
+70.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.2% |
| 7D | +2.1% | -10.0% | +12.1% | +3.2% |
| 30D | -1.1% | -10.5% | +9.4% | -0.1% |
| 3M | -5.6% | -27.3% | +21.6% | -2.9% |
| 6M | -2.3% | -43.0% | +40.7% | +2.5% |
| YTD | +10.4% | -17.9% | +28.3% | +10.7% |
| 1Y | +13.1% | +11.9% | +1.1% | +9.8% |
| 3Y | +68.0% | +201.8% | -133.8% | +43.7% |
| 5Y | +45.8% | -0.1% | +45.9% | +33.7% |
| All | +146.2% | +76.0% | +70.2% | +105.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 10y: compounded portfolio wealth divided by compounded AG 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…
10y analysis · Full analysis span regression · 6 months rolling