+57.9%
VT vs AEIS
+145.4%
-87.5%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.3% |
| 7D | +2.9% | +23.2% | -20.3% | -2.0% |
| 30D | -2.5% | -17.0% | +14.5% | +0.7% |
| 3M | -3.3% | -32.2% | +28.8% | +4.0% |
| 6M | +1.5% | -32.6% | +34.1% | +7.4% |
| YTD | +11.4% | +9.4% | +2.0% | +1.2% |
| 1Y | +11.9% | +7.7% | +4.2% | +1.9% |
| 3Y | +73.9% | +157.9% | -84.1% | +14.6% |
| 5Y | +57.9% | +154.8% | -96.9% | -1.1% |
| All | +57.9% | +145.4% | -87.5% | -1.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling