+219.8%
VT vs AEIS
+358.4%
-138.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +11.3% | -8.7% | -0.1% |
| 7D | +0.4% | +1.0% | -0.6% | -0.5% |
| 30D | -2.6% | -24.0% | +21.4% | +3.1% |
| 3M | -3.2% | -32.5% | +29.3% | +4.6% |
| 6M | +0.9% | -38.6% | +39.5% | +9.6% |
| YTD | +11.3% | +4.8% | +6.5% | +3.1% |
| 1Y | +14.0% | +1.3% | +12.7% | +6.4% |
| 3Y | +75.8% | +159.2% | -83.4% | +21.2% |
| 5Y | +57.8% | +140.8% | -83.0% | +8.0% |
| 10Y | +219.8% | +349.8% | -130.0% | +69.0% |
| All | +219.8% | +358.4% | -138.6% | +69.0% |
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