+111.1%
VSH vs AEIS
+332.3%
-221.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.0% | -0.2% | -1.8% |
| 7D | +14.3% | +11.5% | +2.8% | +7.5% |
| 30D | -7.9% | -15.8% | +7.9% | +2.8% |
| 3M | -19.9% | -33.3% | +13.5% | +2.5% |
| 6M | -30.5% | -35.2% | +4.7% | -9.0% |
| YTD | +85.7% | +5.0% | +80.6% | +81.6% |
| 1Y | +98.9% | +8.5% | +90.5% | +91.0% |
| 3Y | +32.1% | +152.9% | -120.8% | -22.6% |
| 5Y | +39.7% | +144.6% | -105.0% | -19.0% |
| All | +111.1% | +332.3% | -221.2% | -19.8% |
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