-68.5%
VFC vs AEE
+191.1%
-259.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.4% | +4.4% |
| 7D | -1.4% | -0.8% | -0.6% | -1.0% |
| 30D | -9.0% | -2.9% | -6.1% | -7.7% |
| 3M | -24.2% | -2.4% | -21.8% | -23.3% |
| 6M | -18.5% | -2.7% | -15.8% | -17.7% |
| YTD | -25.9% | +7.3% | -33.1% | -28.7% |
| 1Y | -13.0% | +7.5% | -20.5% | -16.6% |
| 3Y | -20.3% | +46.2% | -66.5% | -35.6% |
| 5Y | -78.1% | +39.7% | -117.8% | -82.1% |
| All | -68.5% | +191.1% | -259.7% | -78.8% |
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