+237.4%
VSH vs AEIS
+2,566.8%
-2,329.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.4% | +2.0% | +3.6% |
| 7D | +4.1% | +3.0% | +1.1% | +3.0% |
| 30D | -4.2% | -14.6% | +10.5% | +1.4% |
| 3M | -50.0% | -12.4% | -37.5% | -46.9% |
| 6M | +80.2% | -15.0% | +95.1% | +92.3% |
| YTD | +121.1% | +34.3% | +86.8% | +100.5% |
| 1Y | +112.0% | +87.4% | +24.6% | +70.0% |
| 3Y | +22.5% | +139.8% | -117.3% | -9.1% |
| 5Y | +64.0% | +220.7% | -156.7% | +9.4% |
| 10Y | +170.4% | +531.6% | -361.2% | +37.9% |
| All | +237.4% | +2,566.8% | -2,329.4% | -20.3% |
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