+948.7%
VTI vs AEE
+659.0%
+289.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | -0.4% | +1.1% | -1.4% | -0.9% |
| 30D | -1.6% | 0.0% | -1.6% | -1.6% |
| 3M | +3.6% | -0.9% | +4.5% | +3.6% |
| 6M | +13.0% | -2.4% | +15.4% | +13.5% |
| YTD | +12.7% | +8.6% | +4.0% | +7.2% |
| 1Y | +18.4% | +10.2% | +8.2% | +11.6% |
| 3Y | +76.4% | +47.8% | +28.6% | +40.8% |
| 5Y | +73.7% | +40.1% | +33.6% | +40.5% |
| 10Y | +302.5% | +195.0% | +107.5% | +106.5% |
| All | +948.7% | +659.0% | +289.7% | +187.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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