+29.6%
AESI price history and return analytics
+19.6%
+9.9%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +1.6% |
| 7D | +5.2% | -1.1% | +6.3% | +5.9% |
| 30D | +20.6% | -1.0% | +21.6% | +21.3% |
| 3M | -14.0% | +3.2% | -17.2% | -15.6% |
| 6M | +7.3% | +12.5% | -5.2% | +3.3% |
| YTD | +50.3% | +14.1% | +36.3% | +40.3% |
| 1Y | +29.6% | +18.9% | +10.6% | +13.4% |
| All | +29.6% | +19.6% | +9.9% | +13.4% |
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