+161.1%
VEA vs AEE
+191.1%
-30.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -1.5% | -0.8% | -0.7% | -1.2% |
| 30D | -0.8% | -2.9% | +2.1% | 0.0% |
| 3M | +2.5% | -2.4% | +4.9% | +3.0% |
| 6M | +11.1% | -2.7% | +13.8% | +11.6% |
| YTD | +17.2% | +7.3% | +9.9% | +14.1% |
| 1Y | +24.5% | +7.5% | +17.0% | +21.0% |
| 3Y | +75.4% | +46.2% | +29.2% | +53.3% |
| 5Y | +61.1% | +39.7% | +21.4% | +41.7% |
| All | +161.1% | +191.1% | -30.1% | +98.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling