+75.8%
ALB vs VSH
+112.8%
-37.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.7% | -3.5% | -3.0% |
| 7D | -8.6% | +3.5% | -12.1% | -9.4% |
| 30D | -4.0% | -4.4% | +0.3% | -3.3% |
| 3M | -17.4% | -45.8% | +28.4% | -5.0% |
| 6M | -25.4% | +90.1% | -115.5% | -45.8% |
| YTD | -10.5% | +120.3% | -130.9% | -37.7% |
| 1Y | +75.8% | +112.2% | -36.4% | +25.7% |
| All | +75.8% | +112.8% | -37.0% | +25.7% |
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