+344.7%
VSH vs AEE
+813.9%
-469.2%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.1% | +4.4% | +4.4% |
| 7D | +4.1% | +0.3% | +3.7% | +3.9% |
| 30D | -4.2% | -2.3% | -1.9% | -3.1% |
| 3M | -50.0% | +0.2% | -50.2% | -50.5% |
| 6M | +80.2% | -4.7% | +84.9% | +82.7% |
| YTD | +121.1% | +8.1% | +113.0% | +110.1% |
| 1Y | +112.0% | +8.5% | +103.4% | +100.4% |
| 3Y | +22.5% | +48.9% | -26.4% | -3.7% |
| 5Y | +64.0% | +39.9% | +24.1% | +31.4% |
| 10Y | +170.4% | +186.5% | -16.2% | +39.6% |
| All | +344.7% | +813.9% | -469.2% | +40.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling