-12.8%
BKNG vs VSH
+118.1%
-130.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.4% | -5.4% | -0.7% |
| 7D | -6.0% | +4.1% | -10.1% | -5.8% |
| 30D | -6.6% | -4.2% | -2.5% | -6.8% |
| 3M | +15.7% | -50.0% | +65.7% | +16.8% |
| 6M | +14.1% | +80.2% | -66.0% | +3.8% |
| YTD | -9.3% | +121.1% | -130.4% | -18.7% |
| 1Y | -12.8% | +112.0% | -124.8% | -22.5% |
| All | -12.8% | +118.1% | -130.9% | -22.5% |
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