-93.2%
AERT vs VT
+62.5%
-155.7%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.4% |
| 7D | -6.7% | -0.1% | -6.5% | -6.5% |
| 30D | -22.8% | -3.1% | -19.7% | -21.7% |
| 3M | -24.5% | -3.5% | -21.0% | -23.4% |
| 6M | +3.3% | +0.5% | +2.8% | +3.6% |
| YTD | +29.1% | +10.8% | +18.3% | +25.8% |
| 1Y | +5.9% | +11.9% | -6.0% | +3.0% |
| 3Y | -60.1% | +73.0% | -133.1% | -63.2% |
| All | -93.2% | +62.5% | -155.7% | -93.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling