-95.3%
AEC price history and return analytics
+224.4%
-319.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -2.9% |
| 7D | -3.4% | -0.7% | -2.7% | -2.8% |
| 30D | -8.9% | -1.7% | -7.2% | -6.9% |
| 3M | -37.2% | -2.3% | -34.9% | -35.0% |
| 6M | -45.6% | +1.5% | -47.1% | -46.0% |
| YTD | -44.4% | +12.0% | -56.5% | -50.8% |
| 1Y | -58.0% | +12.9% | -70.9% | -63.0% |
| 3Y | -24.0% | +74.9% | -98.9% | -61.6% |
| 5Y | -62.0% | +59.9% | -121.9% | -78.3% |
| 10Y | -95.3% | +224.6% | -319.9% | -96.9% |
| All | -95.3% | +224.4% | -319.6% | -96.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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