+51.4%
VXUS vs AMIX
-100.0%
+151.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.6% | +1.9% | -3.7% |
| 7D | -3.4% | -25.5% | +22.1% | -3.3% |
| 30D | -5.8% | -56.2% | +50.4% | -5.6% |
| 3M | -6.4% | -87.4% | +81.0% | -5.8% |
| 6M | -2.5% | -80.9% | +78.4% | -2.9% |
| YTD | +7.9% | -86.8% | +94.7% | +7.5% |
| 1Y | +11.5% | -91.3% | +102.8% | +11.1% |
| All | +51.4% | -100.0% | +151.3% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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