+68.3%
AEO vs VT
+223.7%
-155.4%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.6% | +6.6% | +5.6% |
| 7D | +10.1% | +0.4% | +9.8% | +9.9% |
| 30D | +19.7% | -2.6% | +22.3% | +24.4% |
| 3M | +21.9% | -3.2% | +25.1% | +27.8% |
| 6M | +32.3% | +0.9% | +31.4% | +30.6% |
| YTD | -15.4% | +11.3% | -26.7% | -26.9% |
| 1Y | +30.5% | +14.0% | +16.5% | +9.1% |
| 3Y | +29.2% | +75.8% | -46.6% | -37.6% |
| 5Y | -6.5% | +57.8% | -64.4% | -46.9% |
| 10Y | +68.3% | +219.8% | -151.5% | -59.6% |
| All | +68.3% | +223.7% | -155.4% | -59.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling