+1,251.0%
BE vs VSH
+65.5%
+1,185.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.0% | +10.7% | +10.3% |
| 7D | +29.8% | +6.2% | +23.6% | +24.7% |
| 30D | +26.4% | -11.1% | +37.5% | +36.2% |
| 3M | +9.3% | -44.9% | +54.2% | +59.2% |
| 6M | +105.1% | +90.0% | +15.1% | +29.8% |
| YTD | +219.0% | +118.8% | +100.3% | +85.7% |
| 1Y | +418.8% | +109.0% | +309.8% | +211.6% |
| 3Y | +1,784.6% | +35.6% | +1,748.9% | +1,437.1% |
| 5Y | +1,251.0% | +66.7% | +1,184.3% | +753.4% |
| All | +1,251.0% | +65.5% | +1,185.5% | +753.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling