+2,885.9%
ALB vs VSH
+608.9%
+2,277.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.4% | -8.9% | -5.8% |
| 7D | -8.1% | +4.1% | -12.1% | -9.3% |
| 30D | +6.3% | -4.2% | +10.4% | +7.1% |
| 3M | -23.6% | -50.0% | +26.4% | -8.3% |
| 6M | -24.6% | +80.2% | -104.8% | -40.2% |
| YTD | -10.3% | +121.1% | -131.4% | -33.4% |
| 1Y | +61.5% | +112.0% | -50.5% | +20.7% |
| 3Y | -34.0% | +22.5% | -56.5% | -42.6% |
| 5Y | -44.6% | +64.0% | -108.6% | -55.6% |
| 10Y | +76.1% | +170.4% | -94.3% | +22.1% |
| All | +2,885.9% | +608.9% | +2,277.0% | +1,337.3% |
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