-5.6%
AESI vs VT
+90.1%
-95.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.5% | +4.4% | +4.5% |
| 7D | +10.3% | +1.0% | +9.3% | +9.0% |
| 30D | +24.1% | -0.2% | +24.4% | +24.5% |
| 3M | -19.0% | +4.5% | -23.6% | -23.3% |
| 6M | +18.7% | +14.1% | +4.6% | +0.8% |
| YTD | +48.5% | +14.8% | +33.8% | +24.7% |
| 1Y | +30.7% | +21.2% | +9.6% | +2.1% |
| 3Y | -33.3% | +76.6% | -109.8% | -64.5% |
| All | -5.6% | +90.1% | -95.7% | -55.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling