+171.6%
AEF price history and return analytics
+222.7%
-51.1%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.8% | -1.9% |
| 7D | +5.4% | +2.9% | +2.6% | +2.9% |
| 30D | -12.3% | -2.5% | -9.8% | -10.1% |
| 3M | -12.8% | -3.3% | -9.5% | -9.8% |
| 6M | -12.7% | +1.5% | -14.3% | -12.9% |
| YTD | +22.7% | +11.4% | +11.3% | +13.8% |
| 1Y | +28.8% | +11.9% | +16.9% | +18.9% |
| 3Y | +123.7% | +73.9% | +49.8% | +43.8% |
| 5Y | +45.1% | +57.9% | -12.8% | +0.6% |
| All | +171.6% | +222.7% | -51.1% | +4.0% |
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