-63.5%
AESI vs VT
+79.7%
-143.2%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.4% |
| 7D | -41.3% | -2.3% | -39.0% | -39.1% |
| 30D | -56.6% | -5.0% | -51.6% | -53.4% |
| 3M | -51.1% | -4.9% | -46.3% | -47.5% |
| 6M | -70.6% | -1.5% | -69.0% | -69.6% |
| YTD | -42.6% | +8.5% | -51.1% | -47.8% |
| 1Y | -51.7% | +11.4% | -63.0% | -57.8% |
| 3Y | -68.3% | +70.1% | -138.3% | -82.0% |
| All | -63.5% | +79.7% | -143.2% | -81.4% |
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