-37.3%
AESI vs VT
+11.9%
-49.3%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.5% |
| 7D | +3.0% | +2.4% | +0.6% | +0.9% |
| 30D | -49.7% | -1.5% | -48.2% | -48.5% |
| 3M | -52.8% | -4.1% | -48.6% | -50.9% |
| 6M | -70.6% | +0.6% | -71.2% | -69.8% |
| YTD | -40.9% | +11.0% | -51.9% | -40.5% |
| 1Y | -37.3% | +13.3% | -50.7% | -38.0% |
| All | -37.3% | +11.9% | -49.3% | -38.0% |
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