+30.3%
AES price history and return analytics
+360.7%
-330.4%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -1.3% |
| 7D | +0.1% | -0.7% | +0.8% | +0.6% |
| 30D | +0.8% | -1.7% | +2.5% | +2.4% |
| 3M | +2.7% | -2.3% | +5.0% | +4.8% |
| 6M | +6.5% | +1.5% | +4.9% | +3.2% |
| YTD | +9.1% | +12.0% | -2.9% | -6.2% |
| 1Y | +9.7% | +12.9% | -3.2% | -6.6% |
| 3Y | +10.1% | +74.9% | -64.8% | -43.4% |
| 5Y | -26.2% | +59.9% | -86.1% | -57.8% |
| 10Y | +94.1% | +224.6% | -130.5% | -51.1% |
| All | +30.3% | +360.7% | -330.4% | -79.3% |
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