+55.3%
BE vs VSH
+62.1%
-6.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -5.1% | -1.3% | -2.5% |
| 7D | -12.1% | -13.6% | +1.5% | -1.8% |
| 30D | -30.1% | -30.4% | +0.3% | -8.4% |
| 3M | -12.1% | -33.3% | +21.1% | +15.6% |
| 6M | -30.6% | -15.1% | -15.5% | -27.6% |
| YTD | +130.6% | +80.2% | +50.4% | +28.0% |
| 1Y | +55.3% | +63.4% | -8.1% | -7.8% |
| All | +55.3% | +62.1% | -6.8% | -7.8% |
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