+183.8%
VXUS vs AGI
+178.8%
+5.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.7% |
| 7D | +1.0% | +0.6% | +0.4% | +1.0% |
| 30D | +2.2% | +18.2% | -16.0% | +0.8% |
| 3M | +3.0% | -4.1% | +7.1% | +3.0% |
| 6M | +10.7% | -28.7% | +39.4% | +13.1% |
| YTD | +17.8% | -4.0% | +21.8% | +17.4% |
| 1Y | +27.6% | +17.4% | +10.2% | +25.0% |
| 3Y | +73.3% | +203.0% | -129.7% | +57.7% |
| 5Y | +54.3% | +376.7% | -322.3% | +35.4% |
| 10Y | +149.8% | +407.5% | -257.7% | +111.7% |
| All | +183.8% | +178.8% | +5.0% | +143.6% |
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