-92.6%
AEHL vs VT
+13.0%
-105.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.6% | -6.6% | +0.5% |
| 7D | +80.5% | +0.4% | +80.1% | +78.6% |
| 30D | +21.6% | -2.6% | +24.2% | +27.3% |
| 3M | +150.0% | -3.2% | +153.2% | +166.9% |
| 6M | -37.5% | +0.9% | -38.4% | -42.4% |
| YTD | -92.9% | +11.3% | -104.2% | -96.5% |
| All | -92.6% | +13.0% | -105.6% | -96.6% |
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 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