+179.4%
AEIS vs VIG
+56.3%
+123.1%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.6% | +4.5% |
| 7D | +8.1% | -0.4% | +8.5% | +9.0% |
| 30D | -11.1% | -2.1% | -9.0% | -7.3% |
| 3M | -5.6% | +3.3% | -9.0% | -12.2% |
| 6M | -0.6% | +9.3% | -9.9% | -17.7% |
| YTD | +38.0% | +10.1% | +27.9% | +12.9% |
| 1Y | +87.2% | +14.7% | +72.5% | +41.4% |
| All | +179.4% | +56.3% | +123.1% | +13.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling