+2,545.5%
VRT vs AEIS
+389.5%
+2,156.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.1% | -8.5% | -9.0% |
| 7D | +2.4% | +6.5% | -4.1% | -0.8% |
| 30D | -2.7% | -9.2% | +6.5% | +2.4% |
| 3M | -9.2% | -8.3% | -0.8% | -5.4% |
| 6M | -0.5% | -6.3% | +5.8% | +1.6% |
| YTD | +62.3% | +36.5% | +25.8% | +37.3% |
| 1Y | +109.6% | +84.8% | +24.8% | +52.6% |
| 3Y | +573.1% | +176.6% | +396.5% | +307.7% |
| 5Y | +953.6% | +237.1% | +716.5% | +492.0% |
| All | +2,545.5% | +389.5% | +2,156.0% | +1,090.8% |
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