-29.5%
ALB vs VSH
+34.1%
-63.6%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.4% | -8.9% | -6.3% |
| 7D | -8.1% | +4.1% | -12.1% | -9.7% |
| 30D | +6.3% | -4.2% | +10.4% | +7.3% |
| 3M | -23.6% | -50.0% | +26.4% | -0.4% |
| 6M | -24.6% | +80.2% | -104.8% | -51.8% |
| YTD | -10.3% | +121.1% | -131.4% | -49.4% |
| 1Y | +61.5% | +112.0% | -50.5% | -8.1% |
| All | -29.5% | +34.1% | -63.6% | -44.4% |
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