+2,667.9%
VTR vs AEE
+818.5%
+1,849.4%
-83.4%
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 | -2.9% | +1.1% | -4.0% | -3.6% |
| 30D | -2.8% | 0.0% | -2.8% | -2.9% |
| 3M | +9.0% | -0.9% | +9.9% | +9.5% |
| 6M | +5.0% | -2.4% | +7.4% | +6.4% |
| YTD | +16.9% | +8.6% | +8.3% | +10.7% |
| 1Y | +34.3% | +10.2% | +24.1% | +25.9% |
| 3Y | +131.6% | +47.8% | +83.7% | +78.2% |
| 5Y | +88.0% | +40.1% | +47.9% | +48.6% |
| 10Y | +97.8% | +195.0% | -97.2% | +0.5% |
| All | +2,667.9% | +818.5% | +1,849.4% | +815.2% |
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