+790.5%
BKNG vs VSH
+547.4%
+243.1%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.7% | -4.5% | -4.1% |
| 7D | -13.1% | +3.5% | -16.6% | -14.3% |
| 30D | -18.5% | -4.4% | -14.2% | -17.6% |
| 3M | +5.8% | -45.8% | +51.6% | +25.6% |
| 6M | -2.1% | +90.1% | -92.3% | -32.0% |
| YTD | -18.6% | +120.3% | -139.0% | -47.4% |
| 1Y | -21.7% | +112.2% | -133.9% | -49.3% |
| 3Y | +40.9% | +36.6% | +4.3% | +0.7% |
| 5Y | +91.0% | +67.0% | +23.9% | +23.5% |
| 10Y | +213.2% | +179.5% | +33.7% | +53.4% |
| All | +790.5% | +547.4% | +243.1% | +810.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling