+79.8%
AEP vs VSH
+32.2%
+47.5%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.8% | +0.7% |
| 7D | +2.0% | +6.2% | -4.2% | +2.0% |
| 30D | +0.5% | -11.1% | +11.6% | +0.5% |
| 3M | -0.3% | -44.9% | +44.6% | -0.9% |
| 6M | -3.5% | +90.0% | -93.4% | -3.7% |
| YTD | +11.3% | +118.8% | -107.5% | +11.0% |
| 1Y | +20.2% | +109.0% | -88.7% | +19.9% |
| 3Y | +79.8% | +35.6% | +44.1% | +81.1% |
| All | +79.8% | +32.2% | +47.5% | +81.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling