+170.2%
VEA vs AEIS
+1,294.2%
-1,124.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.3% | -0.6% |
| 7D | +0.3% | +6.5% | -6.1% | -1.3% |
| 30D | +0.4% | -9.2% | +9.6% | +2.5% |
| 3M | +4.8% | -8.3% | +13.2% | +5.0% |
| 6M | +11.3% | -6.3% | +17.6% | +9.7% |
| YTD | +17.4% | +36.5% | -19.1% | +4.1% |
| 1Y | +26.2% | +84.8% | -58.6% | +2.3% |
| 3Y | +77.7% | +176.6% | -98.9% | +24.5% |
| 5Y | +60.9% | +237.1% | -176.2% | +4.0% |
| 10Y | +163.6% | +554.7% | -391.1% | +25.3% |
| All | +170.2% | +1,294.2% | -1,124.0% | -30.2% |
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