+176.3%
AEIS price history and return analytics
+74.2%
+102.1%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | +0.3% |
| 7D | +6.5% | -0.1% | +6.6% | +6.8% |
| 30D | -9.2% | -0.7% | -8.5% | -7.7% |
| 3M | -8.3% | +4.0% | -12.3% | -14.2% |
| 6M | -6.3% | +12.3% | -18.6% | -25.3% |
| YTD | +36.5% | +14.0% | +22.5% | +6.0% |
| 1Y | +84.8% | +20.3% | +64.5% | +29.4% |
| All | +176.3% | +74.2% | +102.1% | -4.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling