+1,205.2%
VST vs AEIS
+358.4%
+846.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +11.3% | -4.0% | +3.6% |
| 7D | -0.5% | +1.0% | -1.5% | -0.6% |
| 30D | -17.1% | -24.0% | +7.0% | -9.6% |
| 3M | -4.6% | -32.5% | +27.9% | +7.2% |
| 6M | -9.1% | -38.6% | +29.5% | +3.1% |
| YTD | -16.6% | +4.8% | -21.5% | -21.2% |
| 1Y | -29.5% | +1.3% | -30.8% | -32.7% |
| 3Y | +297.5% | +159.2% | +138.3% | +191.7% |
| 5Y | +654.5% | +140.8% | +513.7% | +447.9% |
| 10Y | +1,205.2% | +349.8% | +855.4% | +678.9% |
| All | +1,205.2% | +358.4% | +846.8% | +678.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling