-49.4%
VG vs AEIS
+77.7%
-127.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.5% |
| 7D | -7.7% | -6.9% | -0.8% | -6.7% |
| 30D | -8.8% | -23.2% | +14.4% | -5.2% |
| 3M | -15.6% | -29.5% | +13.9% | -11.5% |
| 6M | +5.2% | -37.9% | +43.1% | +11.5% |
| YTD | +76.9% | +6.0% | +70.9% | +35.1% |
| 1Y | +42.5% | +1.2% | +41.3% | +11.6% |
| All | -49.4% | +77.7% | -127.1% | -73.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling