+65.3%
VXUS vs AMIX
-99.9%
+165.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.5% |
| 7D | +1.0% | -13.7% | +14.7% | +1.1% |
| 30D | +2.2% | -62.1% | +64.3% | +2.5% |
| 3M | +3.0% | -46.2% | +49.1% | +2.2% |
| 6M | +10.7% | -46.4% | +57.1% | +9.8% |
| YTD | +17.8% | -60.3% | +78.1% | +16.9% |
| 1Y | +27.6% | -79.7% | +107.2% | +26.8% |
| All | +65.3% | -99.9% | +165.2% | +65.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling