+27.2%
AEG vs VT
+21.4%
+5.8%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.2% |
| 7D | +2.1% | +1.0% | +1.1% | +1.2% |
| 30D | -1.7% | -0.2% | -1.5% | -1.5% |
| 3M | +17.3% | +4.5% | +12.8% | +12.5% |
| 6M | +36.8% | +14.1% | +22.7% | +19.9% |
| YTD | +25.1% | +14.8% | +10.3% | +10.9% |
| 1Y | +27.2% | +21.2% | +6.0% | +9.7% |
| All | +27.2% | +21.4% | +5.8% | +9.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling