+325.3%
VWO vs AEIS
+2,840.4%
-2,515.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.3% |
| 7D | +0.2% | +6.5% | -6.3% | -1.6% |
| 30D | +0.9% | -9.2% | +10.1% | +3.2% |
| 3M | +4.3% | -8.3% | +12.6% | +4.5% |
| 6M | +10.5% | -6.3% | +16.9% | +8.8% |
| YTD | +13.4% | +36.5% | -23.1% | -0.9% |
| 1Y | +18.6% | +84.8% | -66.2% | -6.1% |
| 3Y | +65.8% | +176.6% | -110.8% | +11.4% |
| 5Y | +35.2% | +237.1% | -201.9% | -17.4% |
| 10Y | +116.6% | +554.7% | -438.0% | -6.0% |
| All | +325.3% | +2,840.4% | -2,515.1% | -14.3% |
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