+75.7%
AA vs VSH
+25.6%
+50.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +13.4% | -7.7% | +0.5% |
| 7D | +4.8% | +3.5% | +1.3% | +2.6% |
| 30D | -0.6% | -22.4% | +21.8% | +8.3% |
| 3M | -16.3% | -25.2% | +8.9% | -8.7% |
| 6M | -33.4% | -22.5% | -10.9% | -33.1% |
| YTD | -20.7% | +84.2% | -104.9% | -50.6% |
| 1Y | +12.9% | +87.1% | -74.1% | -30.2% |
| 3Y | +75.7% | +31.7% | +44.0% | +28.6% |
| All | +75.7% | +25.6% | +50.1% | +28.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling