+57.5%
VT vs AEIS
+142.3%
-84.8%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.0% | +3.7% | +0.6% |
| 7D | +2.4% | +11.5% | -9.2% | -0.3% |
| 30D | -1.5% | -15.8% | +14.3% | +1.4% |
| 3M | -4.1% | -33.3% | +29.2% | +3.5% |
| 6M | +0.6% | -35.2% | +35.7% | +7.3% |
| YTD | +11.0% | +5.0% | +6.0% | +1.8% |
| 1Y | +13.3% | +8.5% | +4.9% | +2.8% |
| 3Y | +73.4% | +152.9% | -79.5% | +14.5% |
| All | +57.5% | +142.3% | -84.8% | -0.7% |
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