+111.1%
VSH vs AEE
+222.5%
-111.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.1% | -5.3% | -4.6% |
| 7D | +14.3% | +1.7% | +12.6% | +13.7% |
| 30D | -7.9% | +9.7% | -17.6% | -11.0% |
| 3M | -19.9% | +5.9% | -25.8% | -21.7% |
| 6M | -30.5% | +6.7% | -37.2% | -32.7% |
| YTD | +85.7% | +17.4% | +68.3% | +73.0% |
| 1Y | +98.9% | +12.7% | +86.3% | +88.1% |
| 3Y | +32.1% | +68.2% | -36.1% | +4.5% |
| 5Y | +39.7% | +57.3% | -17.6% | +12.6% |
| All | +111.1% | +222.5% | -111.4% | +56.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling