+27.0%
AEO vs VT
+11.9%
+15.1%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | +9.0% | +2.4% | +6.6% | +6.1% |
| 30D | +23.4% | -1.5% | +24.9% | +25.5% |
| 3M | +34.1% | -4.1% | +38.2% | +40.7% |
| 6M | +42.8% | +0.6% | +42.3% | +41.5% |
| YTD | -15.5% | +11.0% | -26.6% | -24.8% |
| 1Y | +27.0% | +13.3% | +13.7% | +9.9% |
| All | +27.0% | +11.9% | +15.1% | +9.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling