+26.2%
VTV vs AEIS
+93.3%
-67.1%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.7% | -0.4% |
| 7D | +0.5% | +3.0% | -2.4% | +0.3% |
| 30D | +1.1% | -14.6% | +15.8% | +2.1% |
| 3M | +5.9% | -12.4% | +18.3% | +6.1% |
| 6M | +11.6% | -15.0% | +26.6% | +11.4% |
| YTD | +19.8% | +34.3% | -14.5% | +15.1% |
| 1Y | +26.2% | +87.4% | -61.1% | +18.0% |
| All | +26.2% | +93.3% | -67.1% | +18.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling