-50.0%
VTRS vs AEIS
+562.2%
-612.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.9% | -4.1% | -0.4% |
| 7D | -2.2% | +2.3% | -4.5% | -2.8% |
| 30D | +3.3% | -14.8% | +18.1% | +7.1% |
| 3M | +2.0% | -15.6% | +17.6% | +3.6% |
| 6M | +19.9% | -8.7% | +28.6% | +17.4% |
| YTD | +35.7% | +37.3% | -1.6% | +17.2% |
| 1Y | +68.1% | +80.3% | -12.2% | +32.9% |
| 3Y | +87.1% | +177.9% | -90.9% | +25.2% |
| 5Y | +47.6% | +235.8% | -188.2% | -9.9% |
| All | -50.0% | +562.2% | -612.2% | -78.4% |
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 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