+503.2%
AEE vs VO
+825.6%
-322.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +1.7% | +3.1% | -1.4% | -0.1% |
| 30D | +9.7% | +2.2% | +7.5% | +8.3% |
| 3M | +5.9% | -2.5% | +8.4% | +7.4% |
| 6M | +6.7% | +7.0% | -0.3% | +2.3% |
| YTD | +17.4% | +14.0% | +3.4% | +8.1% |
| 1Y | +12.7% | +15.6% | -3.0% | +2.8% |
| 3Y | +68.2% | +66.2% | +2.0% | +22.2% |
| 5Y | +57.3% | +36.6% | +20.7% | +26.4% |
| 10Y | +220.6% | +199.0% | +21.6% | +53.8% |
| All | +503.2% | +825.6% | -322.5% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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