+151.8%
AEF vs VT
+75.0%
+76.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +3.6% | +0.4% | +3.1% | +3.0% |
| 30D | +8.4% | +1.0% | +7.4% | +7.2% |
| 3M | +5.1% | +2.4% | +2.7% | +2.9% |
| 6M | +25.7% | +12.0% | +13.7% | +12.5% |
| YTD | +47.8% | +15.3% | +32.4% | +28.9% |
| 1Y | +78.3% | +22.6% | +55.7% | +47.2% |
| All | +151.8% | +75.0% | +76.8% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling