+185.1%
VSH vs AEIS
+2,004.7%
-1,819.5%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +1.0% |
| 7D | -1.6% | -6.9% | +5.3% | +1.5% |
| 30D | -21.3% | -23.2% | +1.9% | -12.6% |
| 3M | -18.9% | -29.5% | +10.6% | -7.2% |
| 6M | -21.4% | -37.9% | +16.5% | -4.8% |
| YTD | +86.8% | +6.0% | +80.9% | +86.5% |
| 1Y | +85.8% | +1.2% | +84.5% | +88.5% |
| 3Y | +30.1% | +150.0% | -119.8% | -3.2% |
| 5Y | +42.8% | +141.9% | -99.1% | +6.6% |
| 10Y | +121.2% | +356.2% | -234.9% | +27.7% |
| All | +185.1% | +2,004.7% | -1,819.5% | -25.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling