+225.7%
VIK vs AEE
+53.4%
+172.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -0.9% | -0.8% | -0.2% | -0.7% |
| 30D | -18.4% | -2.9% | -15.5% | -17.9% |
| 3M | -8.8% | -2.4% | -6.4% | -8.5% |
| 6M | +17.1% | -2.7% | +19.9% | +17.6% |
| YTD | +19.0% | +7.3% | +11.8% | +16.3% |
| 1Y | +30.1% | +7.5% | +22.6% | +26.8% |
| All | +225.7% | +53.4% | +172.3% | +231.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling