+348.0%
VT vs AEE
+430.4%
-82.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.2% | -3.8% | -4.0% |
| 7D | -4.2% | +2.4% | -6.5% | -5.2% |
| 30D | -5.8% | +10.9% | -16.7% | -10.5% |
| 3M | -5.2% | +4.3% | -9.5% | -7.3% |
| 6M | +0.1% | +2.5% | -2.4% | -1.8% |
| YTD | +8.2% | +15.3% | -7.1% | -0.1% |
| 1Y | +10.1% | +14.6% | -4.4% | +1.9% |
| 3Y | +69.7% | +57.5% | +12.2% | +31.1% |
| 5Y | +53.4% | +52.9% | +0.5% | +18.2% |
| 10Y | +219.2% | +205.0% | +14.2% | +53.7% |
| All | +348.0% | +430.4% | -82.4% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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