+91.7%
BKNG vs VSH
+64.1%
+27.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.5% | +0.7% |
| 7D | -10.7% | +3.1% | -13.7% | -11.1% |
| 30D | -18.1% | -5.7% | -12.4% | -17.5% |
| 3M | +8.5% | -42.5% | +51.0% | +18.1% |
| 6M | -0.1% | +82.7% | -82.7% | -22.2% |
| YTD | -18.2% | +118.2% | -136.5% | -40.1% |
| 1Y | -19.9% | +109.7% | -129.5% | -41.3% |
| 3Y | +41.6% | +35.3% | +6.3% | +17.5% |
| All | +91.7% | +64.1% | +27.6% | +33.5% |
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 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