+360.5%
BE vs VSH
+118.1%
+242.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +4.4% | +2.9% | +4.1% |
| 7D | +20.0% | +4.1% | +15.9% | +16.4% |
| 30D | +7.9% | -4.2% | +12.1% | +10.3% |
| 3M | -13.2% | -50.0% | +36.8% | +40.7% |
| 6M | +53.5% | +80.2% | -26.7% | -17.2% |
| YTD | +191.0% | +121.1% | +69.9% | +32.5% |
| 1Y | +360.5% | +112.0% | +248.5% | +112.4% |
| All | +360.5% | +118.1% | +242.4% | +112.4% |
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 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