+2,723.0%
VRT vs AEIS
+381.6%
+2,341.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.4% | +1.9% | +3.1% |
| 7D | +9.1% | +3.0% | +6.2% | +7.5% |
| 30D | +0.9% | -14.6% | +15.6% | +9.7% |
| 3M | -13.4% | -12.4% | -0.9% | -7.7% |
| 6M | +11.7% | -15.0% | +26.7% | +19.8% |
| YTD | +73.2% | +34.3% | +38.9% | +47.7% |
| 1Y | +123.4% | +87.4% | +36.1% | +61.5% |
| 3Y | +606.2% | +139.8% | +466.4% | +352.9% |
| 5Y | +899.9% | +220.7% | +679.2% | +471.9% |
| All | +2,723.0% | +381.6% | +2,341.5% | +1,180.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling