+32.8%
VSH vs AEE
+46.3%
-13.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.9% |
| 7D | +3.1% | -0.7% | +3.8% | +3.1% |
| 30D | -5.7% | -2.0% | -3.7% | -5.6% |
| 3M | -42.5% | -2.8% | -39.6% | -42.5% |
| 6M | +82.7% | -3.6% | +86.3% | +82.5% |
| YTD | +118.2% | +7.3% | +110.9% | +114.1% |
| 1Y | +109.7% | +8.7% | +101.0% | +105.0% |
| All | +32.8% | +46.3% | -13.6% | +20.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling