+128.1%
VTR vs AEIS
+172.0%
-43.9%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.5% |
| 7D | -2.9% | +6.5% | -9.4% | -3.1% |
| 30D | -2.8% | -9.2% | +6.4% | -2.6% |
| 3M | +9.0% | -8.3% | +17.4% | +8.7% |
| 6M | +5.0% | -6.3% | +11.3% | +4.1% |
| YTD | +16.9% | +36.5% | -19.6% | +12.5% |
| 1Y | +34.3% | +84.8% | -50.5% | +25.2% |
| All | +128.1% | +172.0% | -43.9% | +94.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling