+8.6%
AEIS vs VYM
+21.8%
-13.2%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +1.2% | -12.4% | -13.9% |
| 7D | -12.7% | +1.2% | -13.8% | -15.2% |
| 30D | -28.8% | +5.2% | -34.1% | -37.7% |
| 3M | -38.0% | +0.5% | -38.5% | -38.8% |
| 6M | -45.3% | +7.7% | -53.0% | -54.5% |
| YTD | +1.1% | +17.2% | -16.0% | -31.3% |
| 1Y | +8.6% | +21.7% | -13.0% | -32.9% |
| All | +8.6% | +21.8% | -13.2% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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