+954.4%
VTI vs AEIS
+675.4%
+279.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.3% | -1.2% |
| 7D | +0.6% | +8.1% | -7.5% | -1.1% |
| 30D | -1.1% | -11.1% | +10.0% | +1.1% |
| 3M | +3.9% | -5.6% | +9.5% | +3.3% |
| 6M | +14.6% | -0.6% | +15.3% | +11.5% |
| YTD | +13.3% | +38.0% | -24.7% | +1.6% |
| 1Y | +19.2% | +87.2% | -68.1% | -1.0% |
| 3Y | +77.4% | +179.7% | -102.3% | +31.1% |
| 5Y | +74.0% | +241.7% | -167.7% | +21.1% |
| 10Y | +294.6% | +547.2% | -252.6% | +122.0% |
| All | +954.4% | +675.4% | +279.0% | +284.8% |
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 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