+19.5%
VCIT vs AEE
+49.1%
-29.6%
-4.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -0.3% | +0.3% | -0.7% | -0.4% |
| 30D | -0.8% | -2.3% | +1.5% | -0.6% |
| 3M | -1.0% | +0.2% | -1.2% | -1.1% |
| 6M | -1.8% | -4.7% | +2.9% | -1.5% |
| YTD | -0.7% | +8.1% | -8.8% | -1.6% |
| 1Y | +1.0% | +8.5% | -7.6% | 0.0% |
| All | +19.5% | +49.1% | -29.6% | +13.6% |
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