+647.0%
VRT vs AEIS
+144.8%
+502.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +11.3% | -1.7% | +0.9% |
| 7D | -10.6% | +1.0% | -11.6% | -11.0% |
| 30D | -17.4% | -24.0% | +6.6% | +2.1% |
| 3M | -26.4% | -32.5% | +6.1% | -1.3% |
| 6M | -41.0% | -38.6% | -2.4% | -17.3% |
| YTD | +23.8% | +4.8% | +19.0% | +12.2% |
| 1Y | +11.6% | +1.3% | +10.3% | +4.4% |
| 3Y | +403.5% | +159.2% | +244.3% | +116.5% |
| 5Y | +647.0% | +140.8% | +506.2% | +207.9% |
| All | +647.0% | +144.8% | +502.2% | +207.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling