-90.8%
AERT vs VT
+69.2%
-160.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +1.7% | +0.4% | +1.3% | +1.5% |
| 30D | +12.2% | +1.0% | +11.2% | +11.7% |
| 3M | +7.1% | +2.4% | +4.7% | +6.2% |
| 6M | +128.4% | +12.0% | +116.4% | +120.7% |
| YTD | +73.9% | +15.3% | +58.6% | +66.6% |
| 1Y | +57.7% | +22.6% | +35.1% | +49.3% |
| 3Y | -91.4% | +74.7% | -166.1% | -92.2% |
| All | -90.8% | +69.2% | -160.0% | -91.7% |
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