+51.8%
VG vs AEE
+13.9%
+37.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +2.5% | -10.1% | -6.7% |
| 7D | -16.4% | +4.7% | -21.1% | -14.8% |
| 30D | -10.8% | +13.4% | -24.2% | -6.5% |
| 3M | -6.3% | +4.1% | -10.4% | -4.9% |
| 6M | -12.5% | +2.0% | -14.5% | -11.0% |
| YTD | +76.9% | +15.6% | +61.3% | +56.3% |
| 1Y | +51.8% | +14.1% | +37.7% | +37.7% |
| All | +51.8% | +13.9% | +37.9% | +37.7% |
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