+19.0%
B vs VSH
+61.7%
-42.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.7% | -5.2% | -0.4% |
| 7D | +9.6% | -12.9% | +22.5% | +11.7% |
| 30D | +3.5% | -36.9% | +40.4% | +11.7% |
| 3M | -1.6% | -28.8% | +27.2% | +3.5% |
| 6M | -1.7% | -30.3% | +28.6% | +2.1% |
| YTD | -5.3% | +62.4% | -67.7% | -19.0% |
| All | +19.0% | +61.7% | -42.8% | +2.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling