-3.8%
AEBI vs VT
+11.9%
-15.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.6% | -3.4% |
| 7D | -7.5% | +2.9% | -10.4% | -11.3% |
| 30D | -8.9% | -2.5% | -6.4% | -5.5% |
| 3M | -21.0% | -3.3% | -17.7% | -16.8% |
| 6M | -10.6% | +1.5% | -12.1% | -13.1% |
| YTD | -18.6% | +11.4% | -29.9% | -31.3% |
| 1Y | -3.8% | +11.9% | -15.7% | -19.1% |
| All | -3.8% | +11.9% | -15.7% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling