+374.9%
V vs AEE
+191.3%
+183.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.4% |
| 7D | -3.0% | -0.7% | -2.4% | -2.8% |
| 30D | +1.2% | -2.0% | +3.2% | +2.0% |
| 3M | +13.9% | -2.8% | +16.7% | +15.0% |
| 6M | +17.2% | -3.6% | +20.8% | +18.4% |
| YTD | +5.3% | +7.3% | -2.0% | +1.5% |
| 1Y | +9.5% | +8.7% | +0.8% | +4.8% |
| 3Y | +51.9% | +46.0% | +5.9% | +27.2% |
| 5Y | +69.6% | +39.8% | +29.8% | +42.8% |
| All | +374.9% | +191.3% | +183.7% | +235.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling