+2,397.0%
VRT vs AEE
+115.8%
+2,281.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.2% | -4.4% | -5.4% |
| 7D | -7.7% | -0.7% | -7.0% | -7.6% |
| 30D | -12.0% | -2.0% | -10.0% | -11.6% |
| 3M | -11.7% | -2.8% | -8.8% | -11.4% |
| 6M | -8.1% | -3.6% | -4.5% | -7.7% |
| YTD | +53.2% | +7.3% | +45.9% | +50.6% |
| 1Y | +81.7% | +8.7% | +73.0% | +77.8% |
| 3Y | +535.3% | +46.0% | +489.3% | +478.6% |
| 5Y | +916.4% | +39.8% | +876.6% | +835.0% |
| All | +2,397.0% | +115.8% | +2,281.2% | +2,138.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling