+87.4%
AEIS vs VIG
+16.9%
+70.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +3.5% |
| 7D | +3.0% | -0.4% | +3.4% | +4.0% |
| 30D | -14.6% | -1.0% | -13.7% | -12.9% |
| 3M | -12.4% | +2.8% | -15.2% | -18.3% |
| 6M | -15.0% | +8.2% | -23.2% | -30.0% |
| YTD | +34.3% | +11.0% | +23.3% | +3.1% |
| 1Y | +87.4% | +16.1% | +71.2% | +28.8% |
| All | +87.4% | +16.9% | +70.5% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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