+233.8%
AEIS vs VEU
+55.0%
+178.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | +0.2% |
| 7D | +6.5% | +0.3% | +6.2% | +5.9% |
| 30D | -9.2% | +0.7% | -9.8% | -10.0% |
| 3M | -8.3% | +4.7% | -13.0% | -13.3% |
| 6M | -6.3% | +11.6% | -18.0% | -19.6% |
| YTD | +36.5% | +16.8% | +19.7% | +9.8% |
| 1Y | +84.8% | +24.9% | +59.9% | +35.0% |
| 3Y | +176.6% | +75.7% | +100.9% | +25.9% |
| All | +233.8% | +55.0% | +178.8% | +87.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling