+96.3%
VTR vs AEIS
+562.2%
-465.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.9% | -5.4% | -1.5% |
| 7D | -0.3% | +2.3% | -2.6% | -0.8% |
| 30D | +1.1% | -14.8% | +15.9% | +4.0% |
| 3M | +7.9% | -15.6% | +23.5% | +9.3% |
| 6M | +6.2% | -8.7% | +14.9% | +4.0% |
| YTD | +17.7% | +37.3% | -19.6% | +3.6% |
| 1Y | +32.9% | +80.3% | -47.4% | +7.9% |
| 3Y | +129.7% | +177.9% | -48.3% | +57.8% |
| 5Y | +89.3% | +235.8% | -146.5% | +19.1% |
| All | +96.3% | +562.2% | -465.9% | -10.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling