+38.4%
AEYE vs VT
+59.8%
-21.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | -1.2% |
| 7D | +6.8% | -0.7% | +7.5% | +8.2% |
| 30D | +95.0% | -1.7% | +96.8% | +101.7% |
| 3M | +133.0% | -2.3% | +135.3% | +143.3% |
| 6M | +79.1% | +1.5% | +77.5% | +75.5% |
| YTD | +37.8% | +12.0% | +25.8% | +14.3% |
| 1Y | +11.3% | +12.9% | -1.6% | -8.7% |
| 3Y | +230.2% | +74.9% | +155.3% | +53.4% |
| 5Y | +38.4% | +59.9% | -21.5% | -30.3% |
| All | +38.4% | +59.8% | -21.4% | -30.3% |
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