+85.6%
VUG vs AEIS
+173.7%
-88.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.9% | -4.0% | -0.2% |
| 7D | -0.5% | +2.3% | -2.7% | -1.1% |
| 30D | -1.0% | -14.8% | +13.9% | +2.5% |
| 3M | +3.5% | -15.6% | +19.1% | +5.9% |
| 6M | +14.2% | -8.7% | +22.9% | +12.5% |
| YTD | +8.5% | +37.3% | -28.8% | -6.6% |
| 1Y | +12.9% | +80.3% | -67.5% | -12.2% |
| 3Y | +85.6% | +177.9% | -92.3% | +20.2% |
| All | +85.6% | +173.7% | -88.1% | +20.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling