+442.6%
AEE vs VT
+346.0%
+96.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +2.1% | -2.3% | +4.4% | +3.4% |
| 30D | +11.4% | -5.0% | +16.3% | +14.6% |
| 3M | +5.0% | -4.9% | +9.8% | +7.9% |
| 6M | +4.4% | -1.5% | +6.0% | +4.8% |
| YTD | +15.4% | +8.5% | +6.9% | +8.8% |
| 1Y | +13.8% | +11.4% | +2.4% | +5.5% |
| 3Y | +58.0% | +70.1% | -12.1% | +11.0% |
| 5Y | +52.9% | +53.7% | -0.8% | +13.0% |
| 10Y | +205.1% | +220.0% | -14.9% | +36.8% |
| All | +442.6% | +346.0% | +96.6% | +60.6% |
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