+297.8%
VTI vs AEP
+174.9%
+122.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | -0.9% | -0.9% | 0.0% | -0.6% |
| 30D | -1.4% | -1.1% | -0.4% | -1.2% |
| 3M | +3.6% | -3.3% | +6.9% | +4.4% |
| 6M | +13.6% | -4.6% | +18.2% | +14.8% |
| YTD | +12.9% | +9.4% | +3.5% | +8.9% |
| 1Y | +17.2% | +16.9% | +0.3% | +10.4% |
| 3Y | +75.7% | +76.6% | -1.0% | +39.9% |
| 5Y | +75.4% | +66.2% | +9.2% | +41.9% |
| All | +297.8% | +174.9% | +122.9% | +197.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 10y: compounded portfolio wealth divided by compounded AEP 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…
10y analysis · Full analysis span regression · 6 months rolling