+335.2%
AEIS vs VEU
+149.9%
+185.3%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -3.9% |
| 7D | +11.5% | +2.1% | +9.4% | +8.1% |
| 30D | -15.8% | -0.9% | -14.8% | -13.7% |
| 3M | -33.3% | -5.4% | -27.9% | -25.9% |
| 6M | -35.2% | -1.8% | -33.4% | -30.8% |
| YTD | +5.0% | +10.9% | -5.9% | -7.7% |
| 1Y | +8.5% | +13.6% | -5.1% | -8.0% |
| 3Y | +152.9% | +69.3% | +83.6% | +16.7% |
| 5Y | +144.6% | +48.1% | +96.5% | +42.5% |
| All | +335.2% | +149.9% | +185.3% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling