+30.8%
VNQ vs AEIS
+173.7%
-142.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.9% | -4.2% | +0.2% |
| 7D | -1.3% | +2.3% | -3.5% | -1.5% |
| 30D | -2.6% | -14.8% | +12.2% | -1.2% |
| 3M | -2.0% | -15.6% | +13.6% | -1.2% |
| 6M | +4.3% | -8.7% | +13.0% | +3.1% |
| YTD | +9.2% | +37.3% | -28.1% | +0.4% |
| 1Y | +5.6% | +80.3% | -74.7% | -8.5% |
| 3Y | +30.8% | +177.9% | -147.1% | -4.4% |
| All | +30.8% | +173.7% | -142.8% | -4.4% |
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