+147.3%
VXUS vs AGI
+392.3%
-245.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.9% |
| 7D | -1.4% | -2.7% | +1.3% | -1.2% |
| 30D | -0.5% | +7.2% | -7.7% | -1.2% |
| 3M | +2.6% | +4.3% | -1.7% | +1.9% |
| 6M | +10.9% | -27.1% | +37.9% | +13.4% |
| YTD | +16.1% | -6.6% | +22.8% | +16.0% |
| 1Y | +22.3% | +9.5% | +12.8% | +20.3% |
| 3Y | +72.0% | +208.4% | -136.4% | +54.9% |
| 5Y | +54.1% | +401.6% | -347.5% | +33.7% |
| All | +147.3% | +392.3% | -245.1% | +116.2% |
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