+0.9%
AEBI vs VT
+20.6%
-19.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.5% |
| 7D | -1.5% | -2.3% | +0.8% | +2.3% |
| 30D | +2.0% | -5.0% | +7.0% | +11.1% |
| 3M | -13.4% | -4.9% | -8.6% | -5.5% |
| 6M | -2.5% | -1.5% | -0.9% | -0.9% |
| YTD | -11.2% | +8.5% | -19.7% | -26.4% |
| 1Y | +2.3% | +11.4% | -9.1% | -22.2% |
| All | +0.9% | +20.6% | -19.7% | -45.6% |
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