+389.6%
BE vs VSH
+112.8%
+276.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.6% | -3.4% |
| 7D | +23.9% | +3.5% | +20.4% | +20.8% |
| 30D | +27.8% | -4.4% | +32.2% | +31.7% |
| 3M | +3.7% | -45.8% | +49.5% | +58.4% |
| 6M | +78.0% | +90.1% | -12.2% | -8.3% |
| YTD | +209.9% | +120.3% | +89.6% | +42.4% |
| 1Y | +389.6% | +112.2% | +277.4% | +128.0% |
| All | +389.6% | +112.8% | +276.8% | +128.0% |
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