+8.6%
AEIS vs VO
+16.3%
-7.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +0.9% | -12.0% | -13.3% |
| 7D | -12.7% | +1.0% | -13.7% | -15.0% |
| 30D | -28.8% | +2.6% | -31.5% | -33.5% |
| 3M | -38.0% | -0.3% | -37.7% | -37.2% |
| 6M | -45.3% | +7.6% | -52.9% | -53.3% |
| YTD | +1.1% | +14.7% | -13.6% | -25.0% |
| 1Y | +8.6% | +16.4% | -7.8% | -21.6% |
| All | +8.6% | +16.3% | -7.6% | -21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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