+9.4%
AEP vs VSH
+100.9%
-91.5%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.6% | +4.4% | -0.2% |
| 7D | +2.5% | +26.2% | -23.7% | +2.6% |
| 30D | +3.4% | -12.5% | +15.9% | +3.1% |
| 3M | +4.2% | -16.9% | +21.1% | +4.0% |
| 6M | -0.8% | -17.0% | +16.2% | -1.2% |
| YTD | +15.2% | +93.8% | -78.6% | +13.5% |
| All | +9.4% | +100.9% | -91.5% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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