+59.7%
VIK vs AEIS
+6.2%
+53.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -11.1% | +17.4% | +8.0% |
| 7D | +5.4% | -12.7% | +18.1% | +7.5% |
| 30D | +12.5% | -28.8% | +41.4% | +19.0% |
| 3M | -15.2% | -38.0% | +22.8% | -8.0% |
| 6M | +15.4% | -45.3% | +60.7% | +27.4% |
| YTD | +27.7% | +1.1% | +26.5% | +25.6% |
| 1Y | +59.7% | +8.6% | +51.1% | +57.1% |
| All | +59.7% | +6.2% | +53.5% | +57.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling