+22.1%
VMC vs AEIS
+173.5%
-151.4%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.8% | -4.4% | -2.1% |
| 7D | -0.5% | +8.1% | -8.7% | -1.7% |
| 30D | -9.1% | -11.1% | +2.0% | -7.7% |
| 3M | -4.1% | -5.6% | +1.5% | -4.9% |
| 6M | -5.5% | -0.6% | -4.9% | -8.2% |
| YTD | -8.9% | +38.0% | -46.9% | -17.9% |
| 1Y | -12.9% | +87.2% | -100.2% | -27.7% |
| 3Y | +22.1% | +179.7% | -157.6% | -10.2% |
| All | +22.1% | +173.5% | -151.4% | -10.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling