+2,280.3%
VMC vs AEIS
+2,098.8%
+181.6%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.5% | -5.5% | -1.7% |
| 7D | -4.3% | +9.5% | -13.8% | -5.8% |
| 30D | +16.2% | -17.5% | +33.7% | +18.7% |
| 3M | -0.8% | -29.3% | +28.5% | +3.2% |
| 6M | +1.2% | -34.7% | +35.9% | +5.1% |
| YTD | +0.5% | +10.7% | -10.3% | -4.8% |
| 1Y | -2.9% | +7.4% | -10.3% | -7.6% |
| 3Y | +37.3% | +161.1% | -123.8% | +11.1% |
| 5Y | +48.8% | +150.7% | -101.9% | +19.9% |
| 10Y | +131.4% | +360.8% | -229.4% | +63.0% |
| All | +2,280.3% | +2,098.8% | +181.6% | +1,125.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling