+3,646.0%
ALL vs VSH
+416.9%
+3,229.1%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.7% | -10.2% | -5.5% |
| 7D | -1.9% | -12.9% | +11.0% | 0.0% |
| 30D | +13.8% | -36.9% | +50.6% | +22.0% |
| 3M | -7.0% | -28.8% | +21.8% | -3.1% |
| 6M | +18.0% | -30.3% | +48.3% | +18.9% |
| YTD | +24.2% | +62.4% | -38.2% | +4.7% |
| 1Y | +31.2% | +62.5% | -31.3% | +10.2% |
| 3Y | +107.5% | +7.4% | +100.1% | +80.4% |
| 5Y | +144.8% | +25.4% | +119.4% | +102.7% |
| 10Y | +375.8% | +102.6% | +273.1% | +244.1% |
| All | +3,646.0% | +416.9% | +3,229.1% | +1,637.4% |
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