+76.4%
VXUS vs AME
+54.4%
+22.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | 0.0% |
| 7D | +1.0% | +0.6% | +0.4% | +0.8% |
| 30D | +2.2% | -6.7% | +8.9% | +4.6% |
| 3M | +3.0% | +4.1% | -1.1% | +1.4% |
| 6M | +10.7% | +1.6% | +9.1% | +9.6% |
| YTD | +17.8% | +16.1% | +1.7% | +12.2% |
| 1Y | +27.6% | +27.3% | +0.2% | +18.1% |
| All | +76.4% | +54.4% | +22.0% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 3y: compounded portfolio wealth divided by compounded AME 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…
3y analysis · Full analysis span regression · 6 months rolling