+335.2%
AEIS price history and return analytics
+221.8%
+113.4%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.5% |
| 7D | +11.5% | +2.4% | +9.2% | +7.3% |
| 30D | -15.8% | -1.5% | -14.3% | -12.5% |
| 3M | -33.3% | -4.1% | -29.2% | -27.0% |
| 6M | -35.2% | +0.6% | -35.7% | -33.4% |
| YTD | +5.0% | +11.0% | -6.0% | -8.5% |
| 1Y | +8.5% | +13.3% | -4.9% | -8.5% |
| 3Y | +152.9% | +73.4% | +79.5% | +9.8% |
| 5Y | +144.6% | +57.4% | +87.2% | +28.6% |
| All | +335.2% | +221.8% | +113.4% | -26.3% |
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