+61.5%
ALB vs VSH
+118.1%
-56.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.4% | -8.9% | -5.5% |
| 7D | -8.1% | +4.1% | -12.1% | -9.0% |
| 30D | +6.3% | -4.2% | +10.4% | +7.0% |
| 3M | -23.6% | -50.0% | +26.4% | -9.8% |
| 6M | -24.6% | +80.2% | -104.8% | -44.7% |
| YTD | -10.3% | +121.1% | -131.4% | -38.5% |
| 1Y | +61.5% | +112.0% | -50.5% | +13.1% |
| All | +61.5% | +118.1% | -56.7% | +13.1% |
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