+152.5%
AEF price history and return analytics
+223.7%
-71.2%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.6% | +1.3% | +1.6% |
| 7D | -1.2% | +0.4% | -1.6% | -1.4% |
| 30D | -15.6% | -2.6% | -13.0% | -13.4% |
| 3M | -10.4% | -3.2% | -7.2% | -7.4% |
| 6M | -15.6% | +0.9% | -16.5% | -15.4% |
| YTD | +21.9% | +11.3% | +10.6% | +13.1% |
| 1Y | +29.3% | +14.0% | +15.3% | +17.5% |
| 3Y | +125.7% | +75.8% | +49.8% | +43.7% |
| 5Y | +44.0% | +57.8% | -13.9% | -0.2% |
| 10Y | +152.5% | +219.8% | -67.3% | -6.3% |
| All | +152.5% | +223.7% | -71.2% | -6.3% |
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