+1,216.9%
VST vs AEE
+196.9%
+1,019.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.3% |
| 6M | -8.4% | -4.7% | -3.6% | -6.5% |
| YTD | -7.2% | +8.1% | -15.3% | -11.0% |
| 1Y | -20.9% | +8.5% | -29.4% | -24.6% |
| 3Y | +384.0% | +48.9% | +335.1% | +289.6% |
| 5Y | +757.1% | +39.9% | +717.2% | +610.5% |
| All | +1,216.9% | +196.9% | +1,019.9% | +800.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling