+1,205.2%
VST vs AEE
+205.5%
+999.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.0% | +6.3% | +6.8% |
| 7D | -0.5% | +2.3% | -2.8% | -1.8% |
| 30D | -17.1% | +11.6% | -28.6% | -21.7% |
| 3M | -4.6% | +5.5% | -10.1% | -7.3% |
| 6M | -9.1% | +6.0% | -15.1% | -12.3% |
| YTD | -16.6% | +16.6% | -33.2% | -23.2% |
| 1Y | -29.5% | +12.1% | -41.5% | -33.8% |
| 3Y | +297.5% | +64.2% | +233.3% | +204.2% |
| 5Y | +654.5% | +59.1% | +595.4% | +484.7% |
| 10Y | +1,205.2% | +210.2% | +995.0% | +808.9% |
| All | +1,205.2% | +205.5% | +999.7% | +808.9% |
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