+2,176.8%
ALB vs VSH
+551.7%
+1,625.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +8.8% | -7.7% | -1.5% |
| 7D | +1.1% | +12.8% | -11.7% | -3.6% |
| 30D | -2.6% | -9.0% | +6.4% | -1.6% |
| 3M | -25.6% | -12.2% | -13.4% | -24.8% |
| 6M | -54.0% | -15.9% | -38.1% | -54.9% |
| YTD | -31.6% | +103.2% | -134.8% | -49.2% |
| 1Y | -6.6% | +108.4% | -115.0% | -31.3% |
| 3Y | -14.0% | +41.6% | -55.5% | -30.1% |
| 5Y | -62.5% | +54.6% | -117.1% | -70.2% |
| 10Y | +36.3% | +138.2% | -101.9% | -4.4% |
| All | +2,176.8% | +551.7% | +1,625.2% | +996.9% |
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