+141.8%
AEO vs VT
+345.0%
-203.2%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.1% | -0.6% | -0.3% |
| 7D | +1.2% | -4.2% | +5.4% | +6.1% |
| 30D | +14.7% | -5.8% | +20.5% | +22.3% |
| 3M | +15.1% | -5.2% | +20.4% | +22.0% |
| 6M | +24.1% | +0.1% | +23.9% | +23.9% |
| YTD | -20.7% | +8.2% | -29.0% | -26.9% |
| 1Y | +23.2% | +10.1% | +13.0% | +11.6% |
| 3Y | +20.2% | +69.7% | -49.4% | -28.1% |
| 5Y | -11.6% | +53.4% | -65.0% | -40.0% |
| 10Y | +64.1% | +219.2% | -155.1% | -41.2% |
| All | +141.8% | +345.0% | -203.2% | -29.1% |
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