+21.0%
VRT vs AEE
+11.1%
+9.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.6% |
| 7D | +18.6% | +0.6% | +18.0% | +18.8% |
| 30D | -11.7% | +8.8% | -20.5% | -10.5% |
| 3M | -27.3% | +5.1% | -32.3% | -26.7% |
| 6M | -42.9% | +5.2% | -48.0% | -42.5% |
| YTD | +29.5% | +16.1% | +13.4% | +28.5% |
| 1Y | +21.0% | +10.4% | +10.6% | +20.2% |
| All | +21.0% | +11.1% | +9.9% | +20.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling