+432.5%
VRTX vs AEE
+194.9%
+237.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.0% | -1.3% |
| 7D | -6.4% | +1.1% | -7.5% | -6.7% |
| 30D | -0.5% | 0.0% | -0.5% | -0.6% |
| 3M | +16.9% | -0.9% | +17.8% | +17.1% |
| 6M | +13.1% | -2.4% | +15.5% | +13.6% |
| YTD | +14.9% | +8.6% | +6.3% | +11.4% |
| 1Y | +31.4% | +10.2% | +21.3% | +26.6% |
| 3Y | +51.9% | +47.8% | +4.1% | +31.2% |
| 5Y | +177.1% | +40.1% | +137.0% | +142.1% |
| All | +432.5% | +194.9% | +237.6% | +312.5% |
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