+54.7%
AEO vs VT
+222.7%
-168.0%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.4% |
| 7D | +6.4% | +2.9% | +3.5% | +2.5% |
| 30D | +21.9% | -2.5% | +24.4% | +26.5% |
| 3M | +34.4% | -3.3% | +37.7% | +41.1% |
| 6M | +40.4% | +1.5% | +38.9% | +37.5% |
| YTD | -15.7% | +11.4% | -27.0% | -27.3% |
| 1Y | +24.9% | +11.9% | +12.9% | +7.0% |
| 3Y | +27.5% | +73.9% | -46.3% | -37.6% |
| 5Y | -7.0% | +57.9% | -64.9% | -47.2% |
| All | +54.7% | +222.7% | -168.0% | -66.6% |
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