+45.5%
AEG price history and return analytics
+371.8%
-326.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.6% |
| 7D | +2.1% | +1.0% | +1.1% | +0.4% |
| 30D | -1.7% | -0.2% | -1.5% | -1.4% |
| 3M | +17.3% | +4.5% | +12.8% | +8.7% |
| 6M | +36.8% | +14.1% | +22.7% | +9.8% |
| YTD | +25.1% | +14.8% | +10.3% | -0.6% |
| 1Y | +27.2% | +21.2% | +6.0% | -8.0% |
| 3Y | +117.1% | +76.6% | +40.6% | -16.7% |
| 5Y | +140.7% | +66.6% | +74.1% | +0.3% |
| 10Y | +254.5% | +222.3% | +32.3% | -53.6% |
| All | +45.5% | +371.8% | -326.3% | -88.1% |
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