+178.5%
VSH vs AEIS
+558.2%
-379.8%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +1.3% |
| 7D | +3.5% | +6.5% | -2.9% | -0.3% |
| 30D | -4.4% | -9.2% | +4.8% | +0.7% |
| 3M | -45.8% | -8.3% | -37.5% | -42.6% |
| 6M | +90.1% | -6.3% | +96.5% | +96.9% |
| YTD | +120.3% | +36.5% | +83.8% | +82.8% |
| 1Y | +112.2% | +84.8% | +27.5% | +45.9% |
| 3Y | +36.6% | +176.6% | -140.0% | -25.8% |
| 5Y | +67.0% | +237.1% | -170.1% | -20.4% |
| All | +178.5% | +558.2% | -379.8% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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