+1,934.0%
VRT vs AEP
+147.6%
+1,786.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.8% | -3.6% |
| 7D | +10.5% | +2.9% | +7.6% | +10.2% |
| 30D | -9.3% | +3.2% | -12.5% | -9.6% |
| 3M | -29.6% | +3.8% | -33.4% | -29.9% |
| 6M | -45.4% | +2.5% | -47.9% | -45.6% |
| YTD | +24.8% | +15.5% | +9.3% | +23.0% |
| 1Y | +23.6% | +9.6% | +14.0% | +22.4% |
| 3Y | +379.7% | +91.2% | +288.5% | +323.5% |
| 5Y | +660.3% | +88.2% | +572.1% | +583.2% |
| All | +1,934.0% | +147.6% | +1,786.4% | +1,719.4% |
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