+1,978.7%
VRT vs AEP
+147.7%
+1,831.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.1% | +5.3% | +6.2% |
| 7D | +0.5% | +0.7% | -0.3% | +0.4% |
| 30D | -13.7% | +4.8% | -18.5% | -14.1% |
| 3M | -26.7% | +5.4% | -32.1% | -27.1% |
| 6M | -43.8% | +0.4% | -44.2% | -43.9% |
| YTD | +27.6% | +15.5% | +12.1% | +25.7% |
| 1Y | +15.5% | +8.5% | +6.9% | +14.4% |
| 3Y | +395.6% | +84.6% | +311.0% | +341.7% |
| 5Y | +677.3% | +86.9% | +590.4% | +599.3% |
| All | +1,978.7% | +147.7% | +1,831.0% | +1,759.4% |
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