+769.3%
VST vs AEE
+40.8%
+728.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.5% | +3.5% |
| 7D | +8.9% | +0.3% | +8.6% | +8.7% |
| 30D | +6.2% | -2.3% | +8.5% | +7.4% |
| 3M | -2.7% | +0.2% | -2.9% | -3.4% |
| 6M | -8.4% | -4.7% | -3.6% | -6.6% |
| YTD | -7.2% | +8.1% | -15.3% | -11.1% |
| 1Y | -20.9% | +8.5% | -29.4% | -24.7% |
| 3Y | +384.0% | +48.9% | +335.1% | +288.8% |
| All | +769.3% | +40.8% | +728.6% | +610.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling