-22.4%
AERO price history and return analytics
+17.5%
-39.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.4% | +2.4% |
| 7D | +7.8% | +0.4% | +7.3% | +7.0% |
| 30D | -2.2% | +1.0% | -3.2% | -3.6% |
| 3M | -2.2% | +2.4% | -4.5% | -6.0% |
| 6M | -11.6% | +12.0% | -23.6% | -29.3% |
| YTD | -28.1% | +15.3% | -43.4% | -42.2% |
| All | -22.4% | +17.5% | -39.9% | -39.4% |
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