+237.1%
AEIS price history and return analytics
+65.7%
+171.4%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | +0.1% |
| 7D | +6.5% | -0.1% | +6.6% | +6.7% |
| 30D | -9.2% | -0.7% | -8.5% | -7.9% |
| 3M | -8.3% | +4.0% | -12.3% | -13.1% |
| 6M | -6.3% | +12.3% | -18.6% | -22.1% |
| YTD | +36.5% | +14.0% | +22.5% | +11.3% |
| 1Y | +84.8% | +20.3% | +64.5% | +38.6% |
| 3Y | +176.6% | +75.4% | +101.1% | +18.7% |
| 5Y | +237.1% | +66.0% | +171.1% | +66.3% |
| All | +237.1% | +65.7% | +171.4% | +66.3% |
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 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