+407.5%
VUG vs AEIS
+350.2%
+57.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.1% |
| 7D | +4.4% | +23.2% | -18.8% | -2.0% |
| 30D | -7.3% | -17.0% | +9.7% | -3.2% |
| 3M | -4.2% | -32.2% | +27.9% | +5.2% |
| 6M | -1.6% | -32.6% | +31.0% | +5.7% |
| YTD | +4.9% | +9.4% | -4.5% | -5.8% |
| 1Y | +3.8% | +7.7% | -3.9% | -6.5% |
| 3Y | +79.4% | +157.9% | -78.5% | +15.4% |
| 5Y | +63.9% | +154.8% | -90.9% | +3.5% |
| All | +407.5% | +350.2% | +57.3% | +139.5% |
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