-12.5%
AEO vs VT
+53.4%
-65.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.6% |
| 7D | +1.6% | -2.3% | +3.9% | +5.4% |
| 30D | +13.6% | -5.0% | +18.5% | +22.6% |
| 3M | +13.2% | -4.9% | +18.1% | +22.0% |
| 6M | +19.5% | -1.5% | +21.1% | +21.9% |
| YTD | -22.5% | +8.5% | -31.0% | -31.9% |
| 1Y | +23.1% | +11.4% | +11.8% | +3.9% |
| 3Y | +18.5% | +70.1% | -51.6% | -44.8% |
| All | -12.5% | +53.4% | -65.9% | -49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling