+22.7%
C vs VSH
+83.5%
-60.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +13.4% | -11.0% | +0.4% |
| 7D | -0.9% | +3.5% | -4.4% | -1.7% |
| 30D | -5.4% | -22.4% | +17.0% | -2.4% |
| 3M | -9.2% | -25.2% | +16.0% | -6.1% |
| 6M | -1.8% | -22.5% | +20.7% | -2.7% |
| YTD | +6.7% | +84.2% | -77.5% | -19.2% |
| All | +22.7% | +83.5% | -60.8% | -7.2% |
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