+76.4%
V vs AEE
+62.0%
+14.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +0.8% | +3.0% | -2.2% | 0.0% |
| 30D | +9.9% | +11.2% | -1.3% | +7.1% |
| 3M | +17.5% | +7.0% | +10.5% | +15.5% |
| 6M | +33.5% | +5.7% | +27.8% | +31.3% |
| YTD | +21.6% | +16.2% | +5.3% | +15.9% |
| 1Y | +27.6% | +12.0% | +15.5% | +23.1% |
| 3Y | +76.4% | +63.4% | +13.0% | +59.3% |
| All | +76.4% | +62.0% | +14.4% | +59.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling