+348.0%
VT vs AEIS
+1,251.5%
-903.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -12.2% | +8.2% | -0.8% |
| 7D | -4.2% | -22.6% | +18.4% | +1.9% |
| 30D | -5.8% | -38.7% | +32.9% | +6.2% |
| 3M | -5.2% | -43.6% | +38.3% | +8.3% |
| 6M | +0.1% | -46.2% | +46.4% | +13.5% |
| YTD | +8.2% | -11.2% | +19.5% | +4.8% |
| 1Y | +10.1% | -17.7% | +27.8% | +8.6% |
| 3Y | +69.7% | +104.1% | -34.4% | +23.8% |
| 5Y | +53.4% | +98.5% | -45.1% | +9.8% |
| 10Y | +219.2% | +302.0% | -82.8% | +64.6% |
| All | +348.0% | +1,251.5% | -903.5% | +19.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling