+2,010.2%
VRT vs AEIS
+292.2%
+1,718.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +2.2% |
| 7D | +18.6% | +23.2% | -4.6% | +5.6% |
| 30D | -11.7% | -17.0% | +5.4% | -1.5% |
| 3M | -27.3% | -32.2% | +4.9% | -9.9% |
| 6M | -42.9% | -32.6% | -10.3% | -29.7% |
| YTD | +29.5% | +9.4% | +20.1% | +24.2% |
| 1Y | +21.0% | +7.7% | +13.4% | +17.5% |
| 3Y | +403.1% | +157.9% | +245.2% | +224.5% |
| 5Y | +688.8% | +154.8% | +534.1% | +411.5% |
| All | +2,010.2% | +292.2% | +1,718.0% | +977.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling