+474.7%
VRTX vs AEE
+219.0%
+255.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | 0.0% | +0.6% | -0.6% | -0.2% |
| 30D | +11.8% | +8.8% | +3.0% | +8.6% |
| 3M | +3.2% | +5.1% | -1.8% | +1.4% |
| 6M | +21.0% | +5.2% | +15.9% | +18.7% |
| YTD | +19.7% | +16.1% | +3.6% | +13.2% |
| 1Y | +25.0% | +10.4% | +14.5% | +20.3% |
| 3Y | +45.2% | +63.1% | -17.9% | +20.7% |
| 5Y | +189.7% | +55.6% | +134.1% | +142.8% |
| All | +474.7% | +219.0% | +255.7% | +310.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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