+121.2%
AEIS vs VT
+69.7%
+51.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.9% | +5.6% |
| 7D | -11.3% | -2.3% | -9.0% | -6.3% |
| 30D | -32.6% | -5.0% | -27.6% | -23.5% |
| 3M | -39.2% | -4.9% | -34.3% | -30.9% |
| 6M | -45.4% | -1.5% | -43.8% | -41.2% |
| YTD | -5.8% | +8.5% | -14.3% | -17.4% |
| 1Y | -10.0% | +11.4% | -21.4% | -25.2% |
| 3Y | +121.2% | +70.1% | +51.1% | -29.5% |
| All | +121.2% | +69.7% | +51.4% | -29.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling