+800.0%
VGT vs AEIS
+562.2%
+237.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.9% | -3.7% | -0.6% |
| 7D | -0.2% | +2.3% | -2.4% | -1.1% |
| 30D | -0.4% | -14.8% | +14.4% | +5.1% |
| 3M | +4.4% | -15.6% | +20.0% | +8.7% |
| 6M | +32.1% | -8.7% | +40.8% | +30.9% |
| YTD | +28.8% | +37.3% | -8.5% | +7.5% |
| 1Y | +35.3% | +80.3% | -45.0% | +0.2% |
| 3Y | +124.8% | +177.9% | -53.2% | +35.0% |
| 5Y | +137.9% | +235.8% | -97.9% | +30.2% |
| All | +800.0% | +562.2% | +237.7% | +241.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling