+8.6%
AEIS vs VT
+15.2%
-6.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +1.7% | -12.9% | -15.6% |
| 7D | -12.7% | -0.3% | -12.4% | -12.2% |
| 30D | -28.8% | -1.4% | -27.4% | -25.7% |
| 3M | -38.0% | -1.4% | -36.6% | -35.2% |
| 6M | -45.3% | +5.5% | -50.8% | -50.2% |
| YTD | +1.1% | +12.8% | -11.7% | -21.9% |
| 1Y | +8.6% | +15.4% | -6.8% | -21.0% |
| All | +8.6% | +15.2% | -6.6% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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