-1.5%
AEFC price history and return analytics
+132.7%
-134.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.1% | -1.2% |
| 7D | +1.0% | -0.1% | +1.2% | +1.1% |
| 30D | -0.3% | -3.1% | +2.8% | +1.8% |
| 3M | -3.0% | -3.5% | +0.5% | -0.7% |
| 6M | -8.0% | +0.5% | -8.5% | -8.7% |
| YTD | -7.1% | +10.8% | -17.9% | -14.2% |
| 1Y | -8.2% | +11.9% | -20.1% | -15.8% |
| 3Y | +5.4% | +73.0% | -67.6% | -31.8% |
| 5Y | -12.0% | +58.6% | -70.6% | -39.2% |
| All | -1.5% | +132.7% | -134.3% | -59.9% |
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