+33.1%
V vs AEIS
-44.0%
+77.1%
-6.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.1% | -6.1% | +0.7% |
| 7D | +2.2% | -11.3% | +13.5% | +1.0% |
| 30D | +13.6% | -32.6% | +46.2% | +8.9% |
| 3M | +14.3% | -39.2% | +53.5% | +8.7% |
| 6M | +33.1% | -45.4% | +78.5% | +24.9% |
| All | +33.1% | -44.0% | +77.1% | +24.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling