+68.2%
AEF vs VT
+66.2%
+2.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +3.6% | +0.4% | +3.1% | +3.1% |
| 30D | +8.4% | +1.0% | +7.4% | +7.4% |
| 3M | +5.1% | +2.4% | +2.7% | +3.3% |
| 6M | +25.7% | +12.0% | +13.7% | +14.2% |
| YTD | +47.8% | +15.3% | +32.4% | +31.1% |
| 1Y | +78.3% | +22.6% | +55.7% | +50.1% |
| 3Y | +147.0% | +74.7% | +72.3% | +53.4% |
| All | +68.2% | +66.2% | +2.0% | +9.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling