+46.4%
VTRS vs AEIS
+232.6%
-186.2%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.9% | -4.1% | -0.2% |
| 7D | -2.2% | +2.3% | -4.5% | -2.7% |
| 30D | +3.3% | -14.8% | +18.1% | +6.2% |
| 3M | +2.0% | -15.6% | +17.6% | +3.3% |
| 6M | +19.9% | -8.7% | +28.6% | +17.5% |
| YTD | +35.7% | +37.3% | -1.6% | +18.9% |
| 1Y | +68.1% | +80.3% | -12.2% | +35.8% |
| 3Y | +87.1% | +177.9% | -90.9% | +29.3% |
| All | +46.4% | +232.6% | -186.2% | -7.6% |
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