+465.4%
BE vs VSH
+41.5%
+423.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +13.4% | -1.5% | +2.7% |
| 7D | -1.2% | +3.5% | -4.7% | -2.8% |
| 30D | -30.9% | -22.4% | -8.5% | -17.3% |
| 3M | -11.6% | -25.2% | +13.6% | +7.6% |
| 6M | -25.7% | -22.5% | -3.2% | -14.1% |
| YTD | +123.1% | +84.2% | +38.9% | +47.8% |
| 1Y | +43.4% | +87.1% | -43.7% | -5.3% |
| 3Y | +1,683.6% | +31.7% | +1,652.0% | +1,370.7% |
| 5Y | +465.4% | +42.6% | +422.8% | +300.0% |
| All | +465.4% | +41.5% | +423.9% | +300.0% |
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 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