+42.1%
VSH vs AEIS
+139.8%
-97.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +0.7% |
| 7D | -1.6% | -6.9% | +5.3% | +3.6% |
| 30D | -21.3% | -23.2% | +1.9% | -5.3% |
| 3M | -18.9% | -29.5% | +10.6% | +2.6% |
| 6M | -21.4% | -37.9% | +16.5% | +8.6% |
| YTD | +86.8% | +6.0% | +80.9% | +77.9% |
| 1Y | +85.8% | +1.2% | +84.5% | +82.0% |
| 3Y | +30.1% | +150.0% | -119.8% | -32.5% |
| All | +42.1% | +139.8% | -97.7% | -27.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling