+2,010.2%
VRT vs AEP
+147.1%
+1,863.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.5% |
| 7D | +18.6% | +2.5% | +16.2% | +18.4% |
| 30D | -11.7% | +3.4% | -15.0% | -11.9% |
| 3M | -27.3% | +4.2% | -31.5% | -27.6% |
| 6M | -42.9% | -0.8% | -42.1% | -42.9% |
| YTD | +29.5% | +15.2% | +14.3% | +27.6% |
| 1Y | +21.0% | +8.3% | +12.7% | +20.0% |
| 3Y | +403.1% | +84.2% | +318.9% | +348.5% |
| 5Y | +688.8% | +87.8% | +601.0% | +608.9% |
| All | +2,010.2% | +147.1% | +1,863.1% | +1,788.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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