-20.3%
BROS vs VSH
+62.1%
-82.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.1% | +6.0% | +1.4% |
| 7D | +2.5% | -13.6% | +16.1% | +3.9% |
| 30D | +15.1% | -30.4% | +45.4% | +19.1% |
| 3M | -31.4% | -33.3% | +1.9% | -29.0% |
| 6M | -22.6% | -15.1% | -7.5% | -28.8% |
| YTD | -28.1% | +80.2% | -108.4% | -53.3% |
| 1Y | -20.3% | +63.4% | -83.6% | -44.8% |
| All | -20.3% | +62.1% | -82.3% | -44.8% |
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