+23.7%
BBY vs VSH
+118.1%
-94.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.4% | -1.3% | +2.9% |
| 7D | +9.5% | +4.1% | +5.4% | +9.2% |
| 30D | +6.8% | -4.2% | +11.0% | +7.0% |
| 3M | +28.9% | -50.0% | +78.8% | +37.0% |
| 6M | +37.8% | +80.2% | -42.4% | +16.6% |
| YTD | +38.7% | +121.1% | -82.3% | +6.1% |
| 1Y | +23.7% | +112.0% | -88.3% | -5.9% |
| All | +23.7% | +118.1% | -94.4% | -5.9% |
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 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