-47.4%
AENT vs VT
+86.7%
-134.1%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -6.6% | +0.4% | -7.0% | -6.7% |
| 30D | -7.9% | +1.0% | -8.9% | -8.3% |
| 3M | -13.5% | +2.4% | -15.9% | -14.5% |
| 6M | -22.6% | +12.0% | -34.6% | -26.7% |
| YTD | -36.5% | +15.3% | -51.8% | -40.6% |
| 1Y | -17.8% | +22.6% | -40.4% | -25.0% |
| 3Y | +157.8% | +74.7% | +83.1% | +116.2% |
| 5Y | -47.1% | +66.1% | -113.3% | -55.7% |
| All | -47.4% | +86.7% | -134.1% | -56.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling