-54.0%
ALB vs VSH
-14.9%
-39.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +8.8% | -7.7% | +0.2% |
| 7D | +1.1% | +12.8% | -11.7% | -0.6% |
| 30D | -2.6% | -9.0% | +6.4% | -1.8% |
| 3M | -25.6% | -12.2% | -13.4% | -24.8% |
| 6M | -54.0% | -15.9% | -38.1% | -55.8% |
| All | -54.0% | -14.9% | -39.1% | -55.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling