-34.9%
VST vs AEIS
+6.2%
-41.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | -11.1% | -2.7% | -10.0% |
| 7D | -15.7% | -12.7% | -3.0% | -11.6% |
| 30D | -17.0% | -28.8% | +11.9% | -7.4% |
| 3M | -15.9% | -38.0% | +22.1% | -2.9% |
| 6M | -25.0% | -45.3% | +20.3% | -11.6% |
| YTD | -25.1% | +1.1% | -26.3% | -33.6% |
| 1Y | -34.9% | +8.6% | -43.5% | -43.4% |
| All | -34.9% | +6.2% | -41.1% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1y: compounded portfolio wealth divided by compounded AEIS 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…
1y analysis · Full analysis span regression · 6 months rolling