+1,106.6%
AER vs VT
+374.2%
+732.4%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -1.4% | +0.4% | -1.9% | -2.0% |
| 30D | -6.0% | +1.0% | -7.0% | -7.3% |
| 3M | +6.9% | +2.4% | +4.5% | +3.2% |
| 6M | -2.4% | +12.0% | -14.4% | -16.2% |
| YTD | +2.0% | +15.3% | -13.4% | -16.0% |
| 1Y | +19.6% | +22.6% | -3.0% | -9.4% |
| 3Y | +142.0% | +74.7% | +67.4% | +13.2% |
| 5Y | +175.9% | +66.1% | +109.8% | +41.5% |
| 10Y | +267.0% | +225.0% | +42.0% | -14.0% |
| All | +1,106.6% | +374.2% | +732.4% | +110.5% |
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