+38.1%
VMC vs AEIS
+162.3%
-124.2%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.5% | -5.5% | -1.6% |
| 7D | -4.3% | +9.5% | -13.8% | -5.5% |
| 30D | +16.2% | -17.5% | +33.7% | +18.5% |
| 3M | -0.8% | -29.3% | +28.5% | +3.0% |
| 6M | +1.2% | -34.7% | +35.9% | +5.2% |
| YTD | +0.5% | +10.7% | -10.3% | -7.5% |
| 1Y | -2.9% | +7.4% | -10.3% | -10.1% |
| All | +38.1% | +162.3% | -124.2% | -2.4% |
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