-46.6%
VG vs AEIS
+85.7%
-132.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.5% | +1.0% | +4.7% |
| 7D | +5.5% | +9.5% | -4.0% | +3.6% |
| 30D | -3.6% | -17.5% | +13.9% | -0.9% |
| 3M | -4.0% | -29.3% | +25.3% | +0.7% |
| 6M | +9.4% | -34.7% | +44.1% | +14.8% |
| YTD | +86.6% | +10.7% | +75.9% | +41.5% |
| 1Y | +69.5% | +7.4% | +62.1% | +30.3% |
| All | -46.6% | +85.7% | -132.3% | -72.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling