+11.4%
VT vs AEIS
-12.7%
+24.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.1% | -5.9% | -0.5% |
| 7D | -2.3% | -11.3% | +9.0% | -1.1% |
| 30D | -5.0% | -32.6% | +27.6% | -0.5% |
| 3M | -4.9% | -39.2% | +34.3% | +0.6% |
| 6M | -1.5% | -45.4% | +43.8% | +4.7% |
| YTD | +8.5% | -5.8% | +14.3% | +4.0% |
| 1Y | +11.4% | -10.0% | +21.4% | +7.8% |
| All | +11.4% | -12.7% | +24.0% | +7.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling