+2,152.2%
ALB vs VSH
+499.1%
+1,653.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.4% | -5.7% | -4.7% |
| 7D | +5.3% | -1.6% | +6.8% | +4.6% |
| 30D | -6.3% | -21.3% | +15.0% | -1.0% |
| 3M | -27.4% | -18.9% | -8.5% | -24.8% |
| 6M | -53.1% | -21.4% | -31.7% | -52.9% |
| YTD | -32.3% | +86.8% | -119.2% | -48.4% |
| 1Y | -7.3% | +85.8% | -93.1% | -29.4% |
| 3Y | -14.9% | +30.1% | -45.1% | -29.0% |
| 5Y | -62.0% | +42.8% | -104.8% | -69.0% |
| 10Y | +33.0% | +121.2% | -88.2% | -4.4% |
| All | +2,152.2% | +499.1% | +1,653.1% | +1,013.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling