+173.4%
AEP vs VO
+200.7%
-27.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.2% |
| 7D | +0.9% | -0.6% | +1.5% | +1.2% |
| 30D | +1.5% | -1.9% | +3.4% | +2.4% |
| 3M | -1.7% | +3.3% | -4.9% | -3.2% |
| 6M | -4.0% | +9.7% | -13.7% | -8.1% |
| YTD | +10.6% | +12.6% | -2.0% | +4.5% |
| 1Y | +18.6% | +13.6% | +5.0% | +11.5% |
| 3Y | +78.7% | +56.8% | +21.9% | +42.5% |
| 5Y | +65.1% | +42.3% | +22.8% | +35.8% |
| All | +173.4% | +200.7% | -27.2% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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