-94.7%
AERT price history and return analytics
+63.4%
-158.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -26.7% | -0.6% | -26.1% | -26.4% |
| 7D | -26.4% | +2.9% | -29.3% | -27.3% |
| 30D | -33.9% | -2.5% | -31.4% | -33.1% |
| 3M | -42.3% | -3.3% | -39.0% | -41.4% |
| 6M | -26.8% | +1.5% | -28.3% | -26.8% |
| YTD | -0.9% | +11.4% | -12.3% | -3.5% |
| 1Y | -22.5% | +11.9% | -34.4% | -24.7% |
| 3Y | -69.4% | +73.9% | -143.3% | -71.8% |
| All | -94.7% | +63.4% | -158.1% | -95.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling