+165.8%
VXUS vs AGI
+116.0%
+49.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | +2.1% | -10.1% | +12.2% | +3.0% |
| 30D | -1.1% | -6.5% | +5.4% | -0.7% |
| 3M | -5.6% | -12.8% | +7.2% | -4.8% |
| 6M | -2.3% | -34.3% | +32.1% | +0.6% |
| YTD | +10.4% | -25.6% | +36.0% | +12.1% |
| 1Y | +13.1% | -14.2% | +27.3% | +13.5% |
| 3Y | +68.0% | +127.3% | -59.3% | +56.2% |
| 5Y | +45.8% | +241.8% | -195.9% | +31.0% |
| 10Y | +144.7% | +381.8% | -237.1% | +109.1% |
| All | +165.8% | +116.0% | +49.8% | +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