+172.5%
VEA vs AEE
+354.0%
-181.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.9% |
| 7D | +1.9% | +1.3% | +0.5% | +1.2% |
| 30D | +0.8% | -1.2% | +2.0% | +1.3% |
| 3M | +5.7% | +1.0% | +4.7% | +4.7% |
| 6M | +13.3% | -2.3% | +15.6% | +13.8% |
| YTD | +18.4% | +9.1% | +9.3% | +12.5% |
| 1Y | +27.0% | +10.6% | +16.4% | +19.6% |
| 3Y | +79.3% | +48.5% | +30.8% | +43.0% |
| 5Y | +62.1% | +39.9% | +22.3% | +31.0% |
| 10Y | +160.3% | +185.7% | -25.5% | +27.7% |
| All | +172.5% | +354.0% | -181.5% | -16.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling