+63.5%
AA vs VSH
+112.8%
-49.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.2% |
| 7D | -0.6% | +3.5% | -4.2% | -1.8% |
| 30D | -1.6% | -4.4% | +2.8% | -0.4% |
| 3M | -29.8% | -45.8% | +16.0% | -15.4% |
| 6M | -16.6% | +90.1% | -106.8% | -41.5% |
| YTD | -4.0% | +120.3% | -124.4% | -38.7% |
| 1Y | +63.5% | +112.2% | -48.7% | +11.3% |
| All | +63.5% | +112.8% | -49.3% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling