+78.1%
IVV vs AEIS
+148.8%
-70.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.0% | +3.6% | +0.3% |
| 7D | +2.6% | +11.5% | -8.9% | +0.5% |
| 30D | -2.0% | -15.8% | +13.8% | +0.3% |
| 3M | -2.8% | -33.3% | +30.5% | +3.4% |
| 6M | +2.2% | -35.2% | +37.4% | +7.6% |
| YTD | +11.5% | +5.0% | +6.5% | +2.7% |
| 1Y | +13.5% | +8.5% | +5.0% | +3.5% |
| 3Y | +78.1% | +152.9% | -74.8% | +24.0% |
| All | +78.1% | +148.8% | -70.7% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 3y: compounded portfolio wealth divided by compounded AEIS 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…
3y analysis · Full analysis span regression · 6 months rolling