+339.2%
AENT vs VT
+74.1%
+265.1%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.3% | -0.4% |
| 7D | -0.2% | +0.4% | -0.6% | -0.7% |
| 30D | +0.4% | -2.6% | +3.0% | +3.0% |
| 3M | -20.8% | -3.2% | -17.6% | -18.1% |
| 6M | -36.8% | +0.9% | -37.8% | -37.5% |
| YTD | -44.6% | +11.3% | -55.9% | -50.9% |
| 1Y | -31.6% | +14.0% | -45.6% | -41.1% |
| 3Y | +339.2% | +75.8% | +263.4% | +153.7% |
| All | +339.2% | +74.1% | +265.1% | +153.7% |
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