+90.3%
VTR vs AEIS
+219.6%
-129.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.1% | +5.3% | +1.6% |
| 7D | -1.8% | -0.2% | -1.6% | -1.8% |
| 30D | +4.0% | -16.4% | +20.4% | +5.8% |
| 3M | +7.8% | -11.1% | +19.0% | +7.6% |
| 6M | +6.4% | -12.0% | +18.4% | +5.4% |
| YTD | +18.3% | +30.9% | -12.6% | +9.4% |
| 1Y | +33.9% | +74.3% | -40.4% | +16.7% |
| 3Y | +134.3% | +165.2% | -30.9% | +79.1% |
| 5Y | +90.3% | +220.0% | -129.8% | +34.4% |
| All | +90.3% | +219.6% | -129.3% | +34.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling