+1,024.4%
VRT vs AEIS
+228.8%
+795.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.8% | +0.9% | +1.6% |
| 7D | +13.6% | +8.1% | +5.5% | +7.2% |
| 30D | +6.8% | -11.1% | +17.9% | +16.2% |
| 3M | -3.2% | -5.6% | +2.4% | -1.4% |
| 6M | +20.3% | -0.6% | +21.0% | +15.1% |
| YTD | +79.6% | +38.0% | +41.6% | +32.6% |
| 1Y | +139.0% | +87.2% | +51.8% | +38.1% |
| 3Y | +644.6% | +179.7% | +464.9% | +209.1% |
| 5Y | +1,024.4% | +241.7% | +782.6% | +278.0% |
| All | +1,024.4% | +228.8% | +795.5% | +278.0% |
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