+551.6%
AEIS vs VEU
+155.0%
+396.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.0% | +3.9% | +3.2% |
| 7D | +2.3% | -1.4% | +3.7% | +4.8% |
| 30D | -14.8% | -0.4% | -14.4% | -14.0% |
| 3M | -15.6% | +2.5% | -18.1% | -17.5% |
| 6M | -8.7% | +11.1% | -19.9% | -21.3% |
| YTD | +37.3% | +16.5% | +20.8% | +10.3% |
| 1Y | +80.3% | +22.9% | +57.4% | +33.8% |
| 3Y | +177.9% | +73.4% | +104.5% | +22.6% |
| 5Y | +235.8% | +56.1% | +179.7% | +78.5% |
| All | +551.6% | +155.0% | +396.6% | +92.7% |
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