+55.9%
VXUS vs AMIX
-99.9%
+155.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +11.8% | -9.0% | +2.8% |
| 7D | +0.8% | +1.2% | -0.4% | +0.8% |
| 30D | -1.9% | -45.3% | +43.5% | -1.7% |
| 3M | -4.4% | -83.1% | +78.7% | -3.9% |
| 6M | -2.0% | -76.9% | +74.9% | -2.5% |
| YTD | +11.1% | -85.3% | +96.4% | +10.7% |
| 1Y | +15.1% | -89.8% | +104.9% | +14.6% |
| All | +55.9% | -99.9% | +155.9% | +56.5% |
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