+147.3%
VXUS vs AJG
+473.1%
-325.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.4% |
| 7D | -1.4% | -8.3% | +6.8% | +1.3% |
| 30D | -0.5% | -5.7% | +5.2% | +1.3% |
| 3M | +2.6% | +9.1% | -6.5% | -1.5% |
| 6M | +10.9% | +15.2% | -4.4% | +3.9% |
| YTD | +16.1% | -6.3% | +22.4% | +16.9% |
| 1Y | +22.3% | -19.1% | +41.4% | +30.1% |
| 3Y | +72.0% | +8.2% | +63.8% | +56.9% |
| 5Y | +54.1% | +75.6% | -21.5% | +9.1% |
| All | +147.3% | +473.1% | -325.8% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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