+384.8%
V vs AEIS
+545.5%
-160.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.1% |
| 7D | -2.9% | +6.5% | -9.4% | -4.3% |
| 30D | +1.9% | -9.2% | +11.0% | +3.5% |
| 3M | +13.2% | -8.3% | +21.6% | +12.3% |
| 6M | +16.7% | -6.3% | +23.1% | +13.2% |
| YTD | +5.4% | +36.5% | -31.1% | -8.4% |
| 1Y | +7.7% | +84.8% | -77.1% | -14.9% |
| 3Y | +52.0% | +176.6% | -124.6% | +2.0% |
| 5Y | +67.7% | +237.1% | -169.4% | +2.2% |
| 10Y | +384.8% | +554.7% | -169.9% | +105.8% |
| All | +384.8% | +545.5% | -160.8% | +105.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling