+1,307.8%
AER vs VT
+346.0%
+961.8%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +1.8% |
| 7D | +7.0% | -2.3% | +9.3% | +10.1% |
| 30D | +19.0% | -5.0% | +24.0% | +26.9% |
| 3M | +9.6% | -4.9% | +14.4% | +16.6% |
| 6M | +12.9% | -1.5% | +14.5% | +14.4% |
| YTD | +19.0% | +8.5% | +10.5% | +6.0% |
| 1Y | +29.3% | +11.4% | +17.9% | +11.2% |
| 3Y | +168.3% | +70.1% | +98.3% | +29.4% |
| 5Y | +157.4% | +53.7% | +103.6% | +45.7% |
| 10Y | +320.7% | +220.0% | +100.8% | +0.6% |
| All | +1,307.8% | +346.0% | +961.8% | +165.5% |
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