+2,263.1%
VGT vs AEIS
+1,273.7%
+989.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | -1.0% |
| 7D | +1.8% | +8.1% | -6.3% | -0.5% |
| 30D | -0.3% | -11.1% | +10.8% | +2.8% |
| 3M | +3.4% | -5.6% | +9.0% | +3.4% |
| 6M | +35.0% | -0.6% | +35.6% | +31.3% |
| YTD | +28.8% | +38.0% | -9.3% | +12.4% |
| 1Y | +38.0% | +87.2% | -49.3% | +9.1% |
| 3Y | +125.8% | +179.7% | -53.9% | +54.7% |
| 5Y | +134.7% | +241.7% | -107.0% | +50.2% |
| 10Y | +792.6% | +547.2% | +245.4% | +342.9% |
| All | +2,263.1% | +1,273.7% | +989.4% | +611.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling