+150.0%
AEIS vs VO
+66.9%
+83.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.2% |
| 7D | -6.9% | -0.2% | -6.7% | -5.9% |
| 30D | -23.2% | +0.5% | -23.7% | -23.3% |
| 3M | -29.5% | -1.1% | -28.4% | -26.9% |
| 6M | -37.9% | +6.4% | -44.3% | -43.7% |
| YTD | +6.0% | +13.5% | -7.6% | -14.8% |
| 1Y | +1.2% | +13.6% | -12.3% | -18.5% |
| 3Y | +150.0% | +65.2% | +84.7% | -0.7% |
| All | +150.0% | +66.9% | +83.1% | -0.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling