-56.4%
AENT vs VT
+75.2%
-131.6%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.1% | +0.9% | -1.2% |
| 7D | -3.8% | -4.2% | +0.3% | -1.9% |
| 30D | -7.6% | -5.8% | -1.8% | -4.9% |
| 3M | -23.7% | -5.2% | -18.5% | -21.6% |
| 6M | -42.0% | +0.1% | -42.1% | -42.0% |
| YTD | -47.4% | +8.2% | -55.6% | -49.3% |
| 1Y | -36.6% | +10.1% | -46.7% | -39.3% |
| 3Y | +263.2% | +69.7% | +193.6% | +215.0% |
| 5Y | -56.8% | +53.4% | -110.1% | -62.6% |
| All | -56.4% | +75.2% | -131.6% | -62.9% |
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