+1,202.4%
VUG vs AEIS
+1,001.9%
+200.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.5% | -2.8% | +0.6% |
| 7D | -1.1% | +9.5% | -10.5% | -3.4% |
| 30D | -7.0% | -17.5% | +10.5% | -3.4% |
| 3M | -3.7% | -29.3% | +25.6% | +3.0% |
| 6M | -1.6% | -34.7% | +33.1% | +5.4% |
| YTD | +5.1% | +10.7% | -5.6% | -2.9% |
| 1Y | +3.8% | +7.4% | -3.6% | -3.6% |
| 3Y | +79.9% | +161.1% | -81.3% | +29.8% |
| 5Y | +66.4% | +150.7% | -84.3% | +19.8% |
| 10Y | +405.3% | +360.8% | +44.4% | +192.4% |
| All | +1,202.4% | +1,001.9% | +200.5% | +372.4% |
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