+137.7%
VTRS vs AEIS
+2,610.7%
-2,472.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.5% |
| 7D | -3.5% | +6.5% | -9.9% | -4.4% |
| 30D | +2.1% | -9.2% | +11.3% | +3.3% |
| 3M | +2.6% | -8.3% | +11.0% | +2.4% |
| 6M | +17.8% | -6.3% | +24.1% | +16.3% |
| YTD | +35.7% | +36.5% | -0.8% | +25.9% |
| 1Y | +63.5% | +84.8% | -21.3% | +44.2% |
| 3Y | +85.1% | +176.6% | -91.5% | +51.0% |
| 5Y | +42.5% | +237.1% | -194.6% | +11.3% |
| 10Y | -48.2% | +554.7% | -602.9% | -64.6% |
| All | +137.7% | +2,610.7% | -2,472.9% | -1.1% |
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