+776.1%
IVV vs AEIS
+500.4%
+275.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.4% | -2.8% | -0.9% |
| 7D | +0.1% | +3.0% | -2.8% | -0.5% |
| 30D | +0.1% | -14.6% | +14.7% | +2.9% |
| 3M | +2.0% | -12.4% | +14.4% | +3.0% |
| 6M | +13.0% | -15.0% | +28.0% | +13.8% |
| YTD | +13.6% | +34.3% | -20.7% | +3.7% |
| 1Y | +20.1% | +87.4% | -67.3% | +1.8% |
| 3Y | +77.6% | +139.8% | -62.2% | +39.9% |
| 5Y | +82.5% | +220.7% | -138.3% | +33.8% |
| 10Y | +316.5% | +531.6% | -215.1% | +151.3% |
| All | +776.1% | +500.4% | +275.7% | +248.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling