+1,238.2%
VST vs AEE
+199.8%
+1,038.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.7% | +1.2% |
| 7D | +9.9% | +1.3% | +8.6% | +9.2% |
| 30D | +7.9% | -1.2% | +9.2% | +8.6% |
| 3M | +3.4% | +1.0% | +2.4% | +2.5% |
| 6M | -4.1% | -2.3% | -1.8% | -3.4% |
| YTD | -5.7% | +9.1% | -14.8% | -10.0% |
| 1Y | -18.9% | +10.6% | -29.4% | -23.3% |
| 3Y | +359.1% | +48.5% | +310.6% | +270.2% |
| 5Y | +766.9% | +39.9% | +727.0% | +618.8% |
| All | +1,238.2% | +199.8% | +1,038.4% | +811.0% |
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