+82.2%
IVV vs AEE
+43.4%
+38.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.9% |
| 7D | +0.5% | +1.3% | -0.8% | +0.2% |
| 30D | -1.0% | -1.2% | +0.3% | -0.7% |
| 3M | +3.9% | +1.0% | +2.8% | +3.3% |
| 6M | +14.5% | -2.3% | +16.8% | +14.7% |
| YTD | +12.9% | +9.1% | +3.8% | +9.4% |
| 1Y | +19.4% | +10.6% | +8.8% | +15.0% |
| 3Y | +78.8% | +48.5% | +30.3% | +55.4% |
| 5Y | +82.2% | +39.9% | +42.3% | +61.8% |
| All | +82.2% | +43.4% | +38.8% | +61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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