+96.3%
VCIT vs AEIS
+1,522.3%
-1,425.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -12.2% | +12.5% | +0.4% |
| 7D | +0.5% | -22.6% | +23.0% | +0.7% |
| 30D | +2.1% | -38.7% | +40.8% | +2.7% |
| 3M | -1.6% | -43.6% | +42.0% | -0.9% |
| 6M | -1.6% | -46.2% | +44.7% | -1.0% |
| YTD | -1.5% | -11.2% | +9.7% | -1.6% |
| 1Y | -0.4% | -17.7% | +17.3% | -0.4% |
| 3Y | +19.6% | +104.1% | -84.5% | +17.9% |
| 5Y | +3.3% | +98.5% | -95.2% | +1.7% |
| 10Y | +28.9% | +302.0% | -273.1% | +26.9% |
| All | +96.3% | +1,522.3% | -1,425.9% | +100.2% |
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