+74.3%
AEIS vs VCLT
-3.8%
+78.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.2% | -3.0% | -2.2% |
| 7D | -0.2% | -1.3% | +1.1% | +2.1% |
| 30D | -16.4% | -1.1% | -15.3% | -14.9% |
| 3M | -11.1% | -3.7% | -7.5% | -5.1% |
| 6M | -12.0% | -4.0% | -8.0% | -5.6% |
| YTD | +30.9% | -3.4% | +34.3% | +39.7% |
| 1Y | +74.3% | -4.1% | +78.5% | +89.5% |
| All | +74.3% | -3.8% | +78.2% | +89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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