+1,798.6%
AEIS vs VIG
+623.5%
+1,175.0%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +3.2% |
| 7D | +3.0% | -0.4% | +3.4% | +3.7% |
| 30D | -14.6% | -1.0% | -13.7% | -13.4% |
| 3M | -12.4% | +2.8% | -15.2% | -16.0% |
| 6M | -15.0% | +8.2% | -23.2% | -24.6% |
| YTD | +34.3% | +11.0% | +23.3% | +14.5% |
| 1Y | +87.4% | +16.1% | +71.2% | +49.4% |
| 3Y | +139.8% | +56.2% | +83.6% | +24.1% |
| 5Y | +220.7% | +63.0% | +157.8% | +58.3% |
| 10Y | +531.6% | +241.4% | +290.2% | +2.9% |
| All | +1,798.6% | +623.5% | +1,175.0% | -6.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling