+1,088.3%
VST vs AEIS
+398.0%
+690.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.2% |
| 7D | +19.2% | +23.2% | -4.1% | +11.5% |
| 30D | -17.2% | -17.0% | -0.1% | -12.2% |
| 3M | -8.1% | -32.2% | +24.0% | +2.9% |
| 6M | -8.1% | -32.6% | +24.4% | +1.0% |
| YTD | -16.3% | +9.4% | -25.6% | -21.9% |
| 1Y | -24.1% | +7.7% | -31.8% | -28.9% |
| 3Y | +300.2% | +157.9% | +142.3% | +193.3% |
| 5Y | +645.9% | +154.8% | +491.1% | +433.9% |
| 10Y | +1,152.2% | +355.2% | +796.9% | +629.5% |
| All | +1,088.3% | +398.0% | +690.4% | +593.3% |
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