+7.4%
AEIS vs VLTO
+21.6%
-14.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.5% | +4.0% | +4.7% |
| 7D | +9.5% | +1.5% | +8.0% | +10.1% |
| 30D | -17.5% | +20.9% | -38.5% | -9.8% |
| 3M | -29.3% | +21.4% | -50.7% | -22.3% |
| 6M | -34.7% | +37.6% | -72.3% | -27.5% |
| YTD | +10.7% | +19.5% | -8.8% | +27.1% |
| 1Y | +7.4% | +22.0% | -14.6% | +23.4% |
| All | +7.4% | +21.6% | -14.2% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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