+54.3%
VXUS vs AMCR
-10.2%
+64.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.7% | +2.0% | +0.1% |
| 7D | +0.3% | -6.3% | +6.6% | +2.4% |
| 30D | +0.7% | -7.1% | +7.8% | +3.1% |
| 3M | +4.8% | +12.7% | -7.9% | +0.1% |
| 6M | +11.3% | +5.2% | +6.2% | +8.4% |
| YTD | +16.5% | +8.1% | +8.4% | +11.8% |
| 1Y | +24.3% | +11.7% | +12.5% | +17.6% |
| 3Y | +74.5% | +9.9% | +64.6% | +61.5% |
| 5Y | +54.3% | -8.7% | +63.0% | +52.5% |
| All | +54.3% | -10.2% | +64.5% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 5y: compounded portfolio wealth divided by compounded AMCR 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…
5y analysis · Full analysis span regression · 6 months rolling