+25.1%
VXUS vs AG
+123.1%
-98.0%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.7% | -0.2% |
| 7D | +1.6% | +4.5% | -2.9% | +1.0% |
| 30D | +1.0% | +12.9% | -11.9% | -0.7% |
| 3M | +5.7% | +20.9% | -15.3% | +2.6% |
| 6M | +13.6% | -19.5% | +33.1% | +14.1% |
| YTD | +17.4% | +24.8% | -7.4% | +14.3% |
| 1Y | +25.1% | +120.2% | -95.2% | +17.8% |
| All | +25.1% | +123.1% | -98.0% | +17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling