-97.3%
AEC price history and return analytics
+226.9%
-324.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -2.0% | -1.7% |
| 7D | -3.3% | -2.0% | -1.3% | -0.7% |
| 30D | -9.5% | -1.4% | -8.0% | -7.5% |
| 3M | +10.2% | +4.7% | +5.5% | +4.4% |
| 6M | -36.0% | +11.4% | -47.3% | -43.3% |
| YTD | -19.9% | +13.1% | -32.9% | -29.9% |
| 1Y | -24.0% | +19.0% | -43.1% | -37.6% |
| 3Y | +9.6% | +73.9% | -64.3% | -43.8% |
| 5Y | -63.5% | +65.4% | -128.9% | -79.8% |
| All | -97.3% | +226.9% | -324.1% | -98.9% |
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