+1,002.6%
VST vs AEIS
+328.8%
+673.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +6.1% | +4.4% | +8.6% |
| 7D | -9.8% | -11.3% | +1.5% | -6.1% |
| 30D | -25.1% | -32.6% | +7.4% | -15.2% |
| 3M | -11.6% | -39.2% | +27.6% | +2.7% |
| 6M | -20.9% | -45.4% | +24.4% | -7.0% |
| YTD | -22.3% | -5.8% | -16.5% | -23.9% |
| 1Y | -32.0% | -10.0% | -22.0% | -32.5% |
| 3Y | +262.4% | +121.2% | +141.2% | +179.0% |
| 5Y | +563.4% | +110.6% | +452.7% | +402.7% |
| 10Y | +1,120.7% | +326.6% | +794.1% | +646.6% |
| All | +1,002.6% | +328.8% | +673.8% | +575.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling