+31.2%
VCIT vs AEIS
+358.4%
-327.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +11.3% | -11.3% | -0.2% |
| 7D | +0.7% | +1.0% | -0.2% | +0.6% |
| 30D | +1.8% | -24.0% | +25.8% | +2.4% |
| 3M | -1.1% | -32.5% | +31.4% | -0.2% |
| 6M | -1.7% | -38.6% | +36.9% | -0.7% |
| YTD | -1.1% | +4.8% | -6.0% | -2.0% |
| 1Y | -0.4% | +1.3% | -1.7% | -1.2% |
| 3Y | +20.5% | +159.2% | -138.8% | +15.3% |
| 5Y | +3.8% | +140.8% | -137.0% | -0.9% |
| 10Y | +31.2% | +349.8% | -318.6% | +21.5% |
| All | +31.2% | +358.4% | -327.2% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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