-34.9%
VST vs AEP
+10.7%
-45.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | -0.5% | -13.3% | -13.5% |
| 7D | -15.7% | +0.8% | -16.5% | -16.1% |
| 30D | -17.0% | +7.9% | -24.9% | -21.1% |
| 3M | -15.9% | +1.5% | -17.3% | -17.0% |
| 6M | -25.0% | -2.6% | -22.4% | -24.3% |
| YTD | -25.1% | +14.7% | -39.8% | -35.9% |
| 1Y | -34.9% | +10.8% | -45.6% | -42.6% |
| All | -34.9% | +10.7% | -45.6% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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