+17.0%
AEBI vs VT
+28.2%
-11.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.1% |
| 7D | +4.9% | +0.4% | +4.4% | +4.0% |
| 30D | -0.9% | +1.0% | -1.9% | -2.5% |
| 3M | +6.9% | +2.4% | +4.6% | +2.6% |
| 6M | -11.4% | +12.0% | -23.4% | -28.9% |
| YTD | +3.0% | +15.3% | -12.4% | -23.2% |
| 1Y | +15.0% | +22.6% | -7.6% | -32.3% |
| All | +17.0% | +28.2% | -11.2% | -43.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling