+1,361.3%
AER price history and return analytics
+356.5%
+1,004.8%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.2% |
| 7D | +3.8% | +2.4% | +1.5% | +0.7% |
| 30D | +22.0% | -1.5% | +23.5% | +24.1% |
| 3M | +18.0% | -4.1% | +22.2% | +24.3% |
| 6M | +23.6% | +0.6% | +23.0% | +21.7% |
| YTD | +23.5% | +11.0% | +12.5% | +6.7% |
| 1Y | +30.0% | +13.3% | +16.7% | +9.2% |
| 3Y | +166.4% | +73.4% | +93.0% | +25.2% |
| 5Y | +178.3% | +57.4% | +120.9% | +52.7% |
| 10Y | +326.0% | +221.7% | +104.3% | +1.1% |
| All | +1,361.3% | +356.5% | +1,004.8% | +167.2% |
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