+74.3%
AEIS vs VIG
+12.7%
+61.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.7% | -3.0% |
| 7D | -0.2% | -2.2% | +2.0% | +5.3% |
| 30D | -16.4% | -3.2% | -13.2% | -9.7% |
| 3M | -11.1% | +3.0% | -14.2% | -18.0% |
| 6M | -12.0% | +8.1% | -20.2% | -28.0% |
| YTD | +30.9% | +9.1% | +21.8% | +4.7% |
| 1Y | +74.3% | +12.6% | +61.8% | +27.3% |
| All | +74.3% | +12.7% | +61.6% | +27.3% |
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