+1,323.5%
AEIS vs VEU
+190.9%
+1,132.5%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.3% |
| 7D | +8.1% | +1.7% | +6.5% | +5.9% |
| 30D | -11.1% | +1.0% | -12.1% | -12.1% |
| 3M | -5.6% | +5.6% | -11.3% | -10.4% |
| 6M | -0.6% | +13.7% | -14.3% | -13.3% |
| YTD | +38.0% | +17.7% | +20.3% | +16.1% |
| 1Y | +87.2% | +25.8% | +61.5% | +46.2% |
| 3Y | +179.7% | +77.1% | +102.6% | +49.0% |
| 5Y | +241.7% | +57.1% | +184.6% | +114.0% |
| 10Y | +547.2% | +149.8% | +397.4% | +164.6% |
| All | +1,323.5% | +190.9% | +1,132.5% | +420.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling