-11.7%
AEFC price history and return analytics
+57.4%
-69.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | -0.5% |
| 7D | +1.7% | +0.4% | +1.3% | +1.5% |
| 30D | +1.3% | -2.6% | +3.9% | +2.3% |
| 3M | -1.1% | -3.2% | +2.2% | +0.3% |
| 6M | -6.6% | +0.9% | -7.6% | -7.1% |
| YTD | -5.7% | +11.3% | -17.0% | -10.2% |
| 1Y | -6.1% | +14.0% | -20.1% | -11.5% |
| 3Y | +8.0% | +75.8% | -67.9% | -18.0% |
| 5Y | -11.7% | +57.8% | -69.5% | -32.4% |
| All | -11.7% | +57.4% | -69.0% | -32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling