+19.8%
VCIT vs AEE
+62.8%
-43.1%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -0.5% | +0.2% | -0.7% | -0.5% |
| 30D | +1.5% | +9.7% | -8.3% | +0.7% |
| 3M | -1.0% | +5.8% | -6.8% | -1.5% |
| 6M | -1.7% | +4.5% | -6.1% | -2.1% |
| YTD | -1.4% | +15.8% | -17.2% | -2.8% |
| 1Y | -0.9% | +10.8% | -11.7% | -2.0% |
| All | +19.8% | +62.8% | -43.1% | +12.4% |
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