+155.0%
AEO price history and return analytics
+355.4%
-200.4%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -0.7% |
| 7D | +9.9% | -0.1% | +10.1% | +10.4% |
| 30D | +18.2% | -3.1% | +21.3% | +22.5% |
| 3M | +18.1% | -3.5% | +21.6% | +23.0% |
| 6M | +30.7% | +0.5% | +30.2% | +30.3% |
| YTD | -16.4% | +10.8% | -27.2% | -24.7% |
| 1Y | +24.0% | +11.9% | +12.1% | +10.6% |
| 3Y | +26.4% | +73.0% | -46.5% | -25.8% |
| 5Y | -4.6% | +58.6% | -63.2% | -37.3% |
| 10Y | +58.8% | +219.2% | -160.4% | -43.2% |
| All | +155.0% | +355.4% | -200.4% | -27.0% |
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 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