+1,091.2%
AER price history and return analytics
+371.8%
+719.4%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.6% |
| 7D | -0.4% | +1.0% | -1.4% | -1.7% |
| 30D | -5.1% | -0.2% | -4.9% | -4.9% |
| 3M | +6.1% | +4.5% | +1.5% | -0.2% |
| 6M | +6.0% | +14.1% | -8.0% | -11.2% |
| YTD | +0.7% | +14.8% | -14.1% | -16.5% |
| 1Y | +17.7% | +21.2% | -3.5% | -9.4% |
| 3Y | +137.7% | +76.6% | +61.2% | +9.6% |
| 5Y | +179.3% | +66.6% | +112.8% | +42.7% |
| 10Y | +261.4% | +222.3% | +39.2% | -14.4% |
| All | +1,091.2% | +371.8% | +719.4% | +109.2% |
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