+1,181.0%
AEIS vs VO
+827.2%
+353.8%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.6% | +2.7% |
| 7D | +3.0% | -0.3% | +3.2% | +3.4% |
| 30D | -14.6% | -0.3% | -14.3% | -14.1% |
| 3M | -12.4% | +2.9% | -15.4% | -15.0% |
| 6M | -15.0% | +9.3% | -24.3% | -23.7% |
| YTD | +34.3% | +14.2% | +20.1% | +13.6% |
| 1Y | +87.4% | +15.3% | +72.1% | +57.3% |
| 3Y | +139.8% | +56.2% | +83.5% | +37.3% |
| 5Y | +220.7% | +42.4% | +178.3% | +112.4% |
| 10Y | +531.6% | +194.7% | +336.9% | +69.6% |
| All | +1,181.0% | +827.2% | +353.8% | -37.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling