-9.2%
AESI vs VT
+91.0%
-100.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +4.7% | +0.4% | +4.3% | +4.2% |
| 30D | +26.1% | +1.0% | +25.2% | +24.8% |
| 3M | -26.2% | +2.4% | -28.6% | -28.2% |
| 6M | +34.1% | +12.0% | +22.1% | +16.5% |
| YTD | +42.9% | +15.3% | +27.5% | +19.3% |
| 1Y | +20.7% | +22.6% | -1.9% | -7.1% |
| 3Y | -32.8% | +74.7% | -107.5% | -64.0% |
| All | -9.2% | +91.0% | -100.2% | -57.5% |
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