-22.4%
AEO price history and return analytics
+18.7%
-41.2%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -0.9% | -13.1% | -12.9% |
| 7D | -14.6% | -2.0% | -12.6% | -12.2% |
| 30D | -16.3% | -1.4% | -14.9% | -14.7% |
| 3M | -16.5% | +4.7% | -21.2% | -21.3% |
| 6M | -21.4% | +11.4% | -32.8% | -32.3% |
| YTD | -43.9% | +13.1% | -56.9% | -52.8% |
| 1Y | -22.4% | +19.0% | -41.5% | -41.3% |
| All | -22.4% | +18.7% | -41.2% | -41.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling