+35.3%
VMC vs AEE
+65.0%
-29.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.9% |
| 7D | -1.3% | +1.7% | -3.0% | -1.8% |
| 30D | +15.5% | +9.7% | +5.7% | +12.2% |
| 3M | +0.6% | +5.9% | -5.3% | -1.3% |
| 6M | +2.1% | +6.7% | -4.6% | 0.0% |
| YTD | -1.6% | +17.4% | -18.9% | -5.8% |
| 1Y | -1.2% | +12.7% | -13.8% | -4.5% |
| 3Y | +35.3% | +68.2% | -32.9% | +19.5% |
| All | +35.3% | +65.0% | -29.6% | +19.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling