+710.1%
VTV vs AEE
+452.6%
+257.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.1% |
| 7D | -2.1% | -0.7% | -1.4% | -1.7% |
| 30D | -1.3% | -2.0% | +0.6% | -0.3% |
| 3M | +5.6% | -2.8% | +8.5% | +6.9% |
| 6M | +12.4% | -3.6% | +16.0% | +13.9% |
| YTD | +17.6% | +7.3% | +10.3% | +12.5% |
| 1Y | +23.5% | +8.7% | +14.8% | +17.1% |
| 3Y | +67.0% | +46.0% | +21.0% | +32.8% |
| 5Y | +80.5% | +39.8% | +40.8% | +44.9% |
| 10Y | +230.6% | +191.4% | +39.2% | +64.2% |
| All | +710.1% | +452.6% | +257.5% | +150.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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