+22.0%
VTR vs AEIS
+6.2%
+15.7%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -11.1% | +13.6% | +1.9% |
| 7D | +10.0% | -12.7% | +22.7% | +9.3% |
| 30D | +9.6% | -28.8% | +38.5% | +8.3% |
| 3M | -1.2% | -38.0% | +36.8% | -2.7% |
| 6M | +2.8% | -45.3% | +48.1% | +2.3% |
| YTD | +17.4% | +1.1% | +16.3% | +15.6% |
| 1Y | +22.0% | +8.6% | +13.4% | +20.5% |
| All | +22.0% | +6.2% | +15.7% | +20.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling