+87.4%
AEIS vs VYM
+21.4%
+65.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +3.4% |
| 7D | +3.0% | 0.0% | +3.0% | +3.0% |
| 30D | -14.6% | -0.5% | -14.1% | -13.6% |
| 3M | -12.4% | +3.0% | -15.5% | -18.5% |
| 6M | -15.0% | +8.2% | -23.2% | -30.2% |
| YTD | +34.3% | +15.8% | +18.5% | -5.5% |
| 1Y | +87.4% | +20.8% | +66.5% | +17.2% |
| All | +87.4% | +21.4% | +65.9% | +17.2% |
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