+40.9%
AESR vs VT
+53.4%
-12.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.7% |
| 7D | -3.9% | -2.3% | -1.6% | -1.5% |
| 30D | -9.4% | -5.0% | -4.5% | -4.3% |
| 3M | -8.3% | -4.9% | -3.4% | -3.2% |
| 6M | -7.1% | -1.5% | -5.5% | -5.1% |
| YTD | +7.9% | +8.5% | -0.6% | -0.3% |
| 1Y | -5.0% | +11.4% | -16.4% | -14.4% |
| 3Y | +57.6% | +70.1% | -12.5% | -5.5% |
| All | +40.9% | +53.4% | -12.6% | -6.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling