+4.1%
VCIT vs AEE
+56.4%
-52.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.3% |
| 7D | -1.4% | +1.7% | -3.1% | -1.6% |
| 30D | +0.6% | +9.7% | -9.2% | -0.4% |
| 3M | -2.2% | +5.9% | -8.2% | -2.9% |
| 6M | -2.3% | +6.7% | -9.0% | -3.1% |
| YTD | -2.2% | +17.4% | -19.5% | -4.1% |
| 1Y | -1.4% | +12.7% | -14.0% | -2.8% |
| 3Y | +18.7% | +68.2% | -49.5% | +11.0% |
| All | +4.1% | +56.4% | -52.4% | -1.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling