+207.4%
ALAB vs VSH
+14.1%
+193.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +5.7% | +0.5% | +2.3% |
| 7D | -26.3% | -12.9% | -13.3% | -18.1% |
| 30D | -50.1% | -36.9% | -13.2% | -31.0% |
| 3M | -42.5% | -28.8% | -13.7% | -27.2% |
| 6M | -10.8% | -30.3% | +19.5% | +17.3% |
| YTD | +14.6% | +62.4% | -47.7% | -7.2% |
| 1Y | +17.1% | +62.5% | -45.4% | -5.0% |
| All | +207.4% | +14.1% | +193.3% | +219.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling