-2.4%
AEFC price history and return analytics
+135.4%
-137.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.6% |
| 7D | -3.2% | -0.7% | -2.5% | -2.8% |
| 30D | +1.3% | -1.7% | +3.0% | +2.4% |
| 3M | -3.9% | -2.3% | -1.6% | -2.5% |
| 6M | -9.2% | +1.5% | -10.7% | -10.5% |
| YTD | -7.9% | +12.0% | -19.9% | -15.6% |
| 1Y | -9.8% | +12.9% | -22.6% | -17.8% |
| 3Y | +4.5% | +74.9% | -70.5% | -32.9% |
| 5Y | -12.5% | +59.9% | -72.4% | -39.8% |
| All | -2.4% | +135.4% | -137.8% | -60.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling