+38.3%
BAX vs VSH
+92.4%
-54.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.2% | +4.5% | +0.5% |
| 7D | +0.1% | +14.3% | -14.3% | -0.8% |
| 30D | +4.1% | -7.9% | +11.9% | +4.2% |
| 3M | -4.5% | -19.9% | +15.3% | -3.9% |
| 6M | +49.2% | -30.5% | +79.8% | +42.2% |
| YTD | +35.2% | +85.7% | -50.4% | -9.4% |
| 1Y | +38.3% | +98.9% | -60.6% | -9.7% |
| All | +38.3% | +92.4% | -54.1% | -9.7% |
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