+3,313.2%
V vs AEP
+549.7%
+2,763.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | 0.0% |
| 7D | +0.6% | -0.8% | +1.4% | +1.0% |
| 30D | +9.7% | +4.9% | +4.9% | +7.5% |
| 3M | +17.3% | +4.9% | +12.4% | +14.7% |
| 6M | +33.2% | -0.3% | +33.5% | +32.8% |
| YTD | +21.3% | +14.3% | +7.1% | +13.3% |
| 1Y | +27.3% | +7.5% | +19.8% | +22.1% |
| 3Y | +76.1% | +82.6% | -6.6% | +30.6% |
| 5Y | +103.5% | +81.5% | +22.0% | +48.3% |
| 10Y | +454.5% | +203.2% | +251.3% | +201.8% |
| All | +3,313.2% | +549.7% | +2,763.5% | +1,053.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling