-13.0%
ALB vs VSH
+97.1%
-110.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.6% | +3.5% | -0.3% |
| 7D | -3.6% | +26.2% | -29.8% | -8.0% |
| 30D | -2.9% | -12.5% | +9.6% | -0.9% |
| 3M | -25.8% | -16.9% | -8.9% | -23.9% |
| 6M | -53.6% | -17.0% | -36.6% | -55.3% |
| YTD | -32.4% | +93.8% | -126.2% | -50.4% |
| 1Y | -13.0% | +99.3% | -112.4% | -35.9% |
| All | -13.0% | +97.1% | -110.2% | -35.9% |
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