+96.1%
VCIT vs AEIS
+1,621.4%
-1,525.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.1% | -6.2% | -0.2% |
| 7D | +0.1% | -11.3% | +11.4% | +0.2% |
| 30D | +1.9% | -32.6% | +34.5% | +2.4% |
| 3M | -1.4% | -39.2% | +37.7% | -0.9% |
| 6M | -2.1% | -45.4% | +43.2% | -1.6% |
| YTD | -1.6% | -5.8% | +4.2% | -1.8% |
| 1Y | -0.9% | -10.0% | +9.1% | -1.1% |
| 3Y | +20.0% | +121.2% | -101.2% | +18.2% |
| 5Y | +3.1% | +110.6% | -107.5% | +1.5% |
| 10Y | +28.7% | +326.6% | -297.9% | +26.7% |
| All | +96.1% | +1,621.4% | -1,525.4% | +99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling