+1,474.1%
VTR vs AEIS
+3,129.2%
-1,655.1%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.2% | -0.9% |
| 7D | -2.4% | +8.1% | -10.5% | -3.5% |
| 30D | -3.7% | -11.1% | +7.4% | -2.4% |
| 3M | +13.5% | -5.6% | +19.2% | +12.7% |
| 6M | +7.2% | -0.6% | +7.8% | +4.7% |
| YTD | +17.6% | +38.0% | -20.5% | +8.7% |
| 1Y | +35.4% | +87.2% | -51.8% | +18.7% |
| 3Y | +132.8% | +179.7% | -46.8% | +86.9% |
| 5Y | +88.7% | +241.7% | -153.1% | +44.9% |
| 10Y | +87.6% | +547.2% | -459.6% | +26.1% |
| All | +1,474.1% | +3,129.2% | -1,655.1% | +661.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling