+63.4%
VSH vs AEE
+13.9%
+49.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +2.5% | -7.5% | -4.3% |
| 7D | -13.6% | +4.7% | -18.3% | -12.4% |
| 30D | -30.4% | +13.4% | -43.8% | -28.2% |
| 3M | -33.3% | +4.1% | -37.3% | -32.3% |
| 6M | -15.1% | +2.0% | -17.1% | -13.4% |
| YTD | +80.2% | +15.6% | +64.6% | +77.6% |
| 1Y | +63.4% | +14.1% | +49.2% | +61.2% |
| All | +63.4% | +13.9% | +49.5% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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