+872.9%
AEP vs VO
+825.6%
+47.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +2.9% | +3.1% | -0.2% | +1.3% |
| 30D | +3.2% | +2.2% | +1.0% | +2.0% |
| 3M | +3.8% | -2.5% | +6.3% | +5.1% |
| 6M | +2.5% | +7.0% | -4.5% | -1.1% |
| YTD | +15.5% | +14.0% | +1.5% | +7.5% |
| 1Y | +9.6% | +15.6% | -6.0% | +1.2% |
| 3Y | +91.2% | +66.2% | +25.0% | +44.0% |
| 5Y | +88.2% | +36.6% | +51.6% | +55.1% |
| 10Y | +205.1% | +199.0% | +6.1% | +58.3% |
| All | +872.9% | +825.6% | +47.3% | +143.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling