+107.5%
ALL vs VSH
+6.8%
+100.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.7% | -10.2% | -4.2% |
| 7D | -1.9% | -12.9% | +11.0% | -2.5% |
| 30D | +13.8% | -36.9% | +50.6% | +11.7% |
| 3M | -7.0% | -28.8% | +21.8% | -8.1% |
| 6M | +18.0% | -30.3% | +48.3% | +15.0% |
| YTD | +24.2% | +62.4% | -38.2% | +19.2% |
| 1Y | +31.2% | +62.5% | -31.3% | +25.8% |
| 3Y | +107.5% | +7.4% | +100.1% | +92.5% |
| All | +107.5% | +6.8% | +100.7% | +92.5% |
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