+130.0%
VXUS vs AMC
-97.8%
+227.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -12.5% | +8.8% | -3.4% |
| 7D | -3.4% | 0.0% | -3.4% | -3.4% |
| 30D | -5.8% | +4.4% | -10.2% | -5.9% |
| 3M | -6.4% | +15.4% | -21.8% | -6.8% |
| 6M | -2.5% | +93.7% | -96.2% | -4.2% |
| YTD | +7.9% | +97.4% | -89.5% | +5.8% |
| 1Y | +11.5% | +23.2% | -11.7% | +10.3% |
| 3Y | +63.4% | -71.3% | +134.7% | +64.1% |
| 5Y | +42.9% | -99.3% | +142.2% | +49.0% |
| 10Y | +138.9% | -98.7% | +237.6% | +146.0% |
| All | +130.0% | -97.8% | +227.8% | +108.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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