+165.8%
VXUS vs AGI
+117.1%
+48.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.2% | -0.6% |
| 7D | +2.3% | -7.5% | +9.8% | +2.9% |
| 30D | -2.2% | -9.9% | +7.7% | -1.5% |
| 3M | -5.4% | -14.2% | +8.8% | -4.5% |
| 6M | -1.2% | -35.2% | +34.0% | +1.7% |
| YTD | +10.4% | -25.2% | +35.6% | +12.0% |
| 1Y | +11.8% | -14.3% | +26.2% | +12.3% |
| 3Y | +68.4% | +127.7% | -59.3% | +56.5% |
| 5Y | +45.9% | +243.4% | -197.6% | +31.0% |
| 10Y | +144.7% | +384.1% | -239.4% | +109.1% |
| All | +165.8% | +117.1% | +48.8% | +132.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling