+1,481.1%
VTR vs AEIS
+3,041.7%
-1,560.6%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.4% | -4.4% | -2.4% |
| 7D | -1.7% | +3.0% | -4.6% | -2.1% |
| 30D | -2.4% | -14.6% | +12.2% | -0.4% |
| 3M | +14.8% | -12.4% | +27.2% | +15.0% |
| 6M | +5.3% | -15.0% | +20.3% | +5.3% |
| YTD | +18.1% | +34.3% | -16.2% | +9.6% |
| 1Y | +36.7% | +87.4% | -50.7% | +19.8% |
| 3Y | +130.1% | +139.8% | -9.7% | +89.0% |
| 5Y | +89.5% | +220.7% | -131.2% | +46.9% |
| 10Y | +87.4% | +531.6% | -444.2% | +26.4% |
| All | +1,481.1% | +3,041.7% | -1,560.6% | +667.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling