-62.6%
AESI vs VT
+84.3%
-147.0%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.6% | -0.2% | -0.8% |
| 7D | -32.7% | +0.4% | -33.1% | -32.5% |
| 30D | -54.9% | -2.6% | -52.3% | -53.1% |
| 3M | -50.8% | -3.2% | -47.6% | -48.3% |
| 6M | -70.4% | +0.9% | -71.3% | -70.4% |
| YTD | -41.2% | +11.3% | -52.5% | -48.3% |
| 1Y | -50.3% | +14.0% | -64.3% | -57.8% |
| 3Y | -64.5% | +75.8% | -140.3% | -80.6% |
| All | -62.6% | +84.3% | -147.0% | -81.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling