+645.9%
VST vs AEIS
+145.4%
+500.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.3% |
| 7D | +19.2% | +23.2% | -4.1% | +8.8% |
| 30D | -17.2% | -17.0% | -0.1% | -10.6% |
| 3M | -8.1% | -32.2% | +24.0% | +6.8% |
| 6M | -8.1% | -32.6% | +24.4% | +3.7% |
| YTD | -16.3% | +9.4% | -25.6% | -26.8% |
| 1Y | -24.1% | +7.7% | -31.8% | -33.3% |
| 3Y | +300.2% | +157.9% | +142.3% | +141.5% |
| 5Y | +645.9% | +154.8% | +491.1% | +330.8% |
| All | +645.9% | +145.4% | +500.5% | +330.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling