+59.7%
VIK vs AEE
+13.9%
+45.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.5% | +3.8% | +5.7% |
| 7D | +5.4% | +4.7% | +0.7% | +4.6% |
| 30D | +12.5% | +13.4% | -0.9% | +10.5% |
| 3M | -15.2% | +4.1% | -19.3% | -15.9% |
| 6M | +15.4% | +2.0% | +13.3% | +14.6% |
| YTD | +27.7% | +15.6% | +12.0% | +27.8% |
| 1Y | +59.7% | +14.1% | +45.6% | +59.7% |
| All | +59.7% | +13.9% | +45.8% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1y: compounded portfolio wealth divided by compounded AEE 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…
1y analysis · Full analysis span regression · 6 months rolling