+146.2%
VXUS vs AGI
+389.5%
-243.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | +2.1% | -10.1% | +12.2% | +3.1% |
| 30D | -1.1% | -6.5% | +5.4% | -0.6% |
| 3M | -5.6% | -12.8% | +7.2% | -4.7% |
| 6M | -2.3% | -34.3% | +32.1% | +1.0% |
| YTD | +10.4% | -25.6% | +36.0% | +12.4% |
| 1Y | +13.1% | -14.2% | +27.3% | +13.7% |
| 3Y | +68.0% | +127.3% | -59.3% | +55.2% |
| 5Y | +45.8% | +241.8% | -195.9% | +30.0% |
| All | +146.2% | +389.5% | -243.3% | +114.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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