+476.5%
V vs AEP
+206.5%
+270.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.5% | -0.9% |
| 7D | -0.4% | +2.5% | -2.8% | -1.2% |
| 30D | +6.3% | +3.4% | +2.9% | +5.1% |
| 3M | +17.2% | +4.2% | +13.0% | +15.4% |
| 6M | +29.2% | -0.8% | +30.0% | +29.2% |
| YTD | +20.8% | +15.2% | +5.6% | +14.0% |
| 1Y | +25.0% | +8.3% | +16.7% | +20.6% |
| 3Y | +75.3% | +84.2% | -8.9% | +36.8% |
| 5Y | +105.8% | +87.8% | +18.0% | +56.8% |
| All | +476.5% | +206.5% | +270.0% | +296.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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