+55.6%
VFC vs AEE
+13.9%
+41.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.5% | +2.0% | +3.7% |
| 7D | +21.5% | +4.7% | +16.8% | +19.9% |
| 30D | +46.7% | +13.4% | +33.3% | +42.1% |
| 3M | +38.4% | +4.1% | +34.3% | +36.4% |
| 6M | +15.2% | +2.0% | +13.2% | +14.2% |
| YTD | +17.8% | +15.6% | +2.2% | +20.2% |
| 1Y | +55.6% | +14.1% | +41.5% | +60.4% |
| All | +55.6% | +13.9% | +41.7% | +60.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling