+12.2%
AERT vs VT
+10.5%
+1.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.6% | -2.6% |
| 7D | -7.3% | -2.3% | -5.0% | -4.4% |
| 30D | -21.5% | -5.0% | -16.6% | -16.3% |
| 3M | -21.9% | -4.9% | -17.0% | -16.9% |
| 6M | +5.9% | -1.5% | +7.4% | +7.8% |
| YTD | +31.5% | +8.5% | +23.1% | +27.4% |
| 1Y | +12.2% | +11.4% | +0.8% | +9.2% |
| All | +12.2% | +10.5% | +1.7% | +9.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling