+224.7%
VT vs AEIS
+355.8%
-131.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.5% | -3.3% | +0.1% |
| 7D | -0.7% | +9.5% | -10.2% | -3.1% |
| 30D | -1.7% | -17.5% | +15.8% | +1.9% |
| 3M | -2.3% | -29.3% | +27.0% | +4.4% |
| 6M | +1.5% | -34.7% | +36.2% | +8.6% |
| YTD | +12.0% | +10.7% | +1.3% | +2.4% |
| 1Y | +12.9% | +7.4% | +5.5% | +3.8% |
| 3Y | +74.9% | +161.1% | -86.2% | +20.5% |
| 5Y | +59.9% | +150.7% | -90.8% | +8.4% |
| All | +224.7% | +355.8% | -131.0% | +68.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling