-90.9%
AERT price history and return analytics
+68.4%
-159.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.2% |
| 7D | -2.7% | +1.0% | -3.8% | -3.1% |
| 30D | +0.6% | -0.2% | +0.8% | +0.7% |
| 3M | +12.7% | +4.5% | +8.2% | +11.0% |
| 6M | +203.1% | +14.1% | +189.0% | +191.4% |
| YTD | +71.5% | +14.8% | +56.8% | +64.6% |
| 1Y | +55.5% | +21.2% | +34.3% | +47.7% |
| 3Y | -91.6% | +76.6% | -168.1% | -92.3% |
| All | -90.9% | +68.4% | -159.3% | -91.8% |
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