+135.1%
VGT vs AEIS
+219.6%
-84.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.1% | +0.6% |
| 7D | -1.0% | -0.2% | -0.8% | -1.0% |
| 30D | -0.4% | -16.4% | +16.0% | +6.2% |
| 3M | +6.6% | -11.1% | +17.8% | +8.6% |
| 6M | +31.0% | -12.0% | +43.1% | +31.1% |
| YTD | +27.2% | +30.9% | -3.6% | +4.7% |
| 1Y | +34.5% | +74.3% | -39.9% | -4.9% |
| 3Y | +123.1% | +165.2% | -42.0% | +21.5% |
| 5Y | +135.1% | +220.0% | -84.9% | +9.5% |
| All | +135.1% | +219.6% | -84.5% | +9.5% |
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