+45.5%
C vs VSH
+109.0%
-63.4%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.5% | +0.7% |
| 7D | +0.3% | +3.1% | -2.8% | -0.2% |
| 30D | +2.0% | -5.7% | +7.7% | +2.9% |
| 3M | +4.4% | -42.5% | +46.8% | +12.2% |
| 6M | +28.3% | +82.7% | -54.3% | +4.0% |
| YTD | +20.5% | +118.2% | -97.7% | -5.9% |
| 1Y | +45.5% | +109.7% | -64.1% | +14.4% |
| All | +45.5% | +109.0% | -63.4% | +14.4% |
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