+7.4%
AEIS vs VT
+13.3%
-5.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.1% | +3.3% | +1.4% |
| 7D | +9.5% | -0.7% | +10.2% | +12.5% |
| 30D | -17.5% | -1.7% | -15.8% | -12.5% |
| 3M | -29.3% | -2.3% | -27.0% | -23.6% |
| 6M | -34.7% | +1.5% | -36.2% | -34.5% |
| YTD | +10.7% | +12.0% | -1.3% | -11.8% |
| 1Y | +7.4% | +12.9% | -5.5% | -15.8% |
| All | +7.4% | +13.3% | -5.9% | -15.8% |
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