-90.6%
AERT vs VT
+69.7%
-160.3%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.6% | -2.5% |
| 7D | -7.3% | -2.3% | -5.0% | -5.2% |
| 30D | -21.5% | -5.0% | -16.6% | -17.7% |
| 3M | -21.9% | -4.9% | -17.0% | -18.3% |
| 6M | +5.9% | -1.5% | +7.4% | +8.2% |
| YTD | +31.5% | +8.5% | +23.1% | +25.5% |
| 1Y | +12.2% | +11.4% | +0.8% | +5.0% |
| 3Y | -90.6% | +70.1% | -160.6% | -95.3% |
| All | -90.6% | +69.7% | -160.3% | -95.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling