+11,743.1%
COST vs VSH
+1,674.8%
+10,068.2%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.4% | -5.5% | -1.7% |
| 7D | -3.1% | +4.1% | -7.2% | -3.8% |
| 30D | -2.8% | -4.2% | +1.4% | -2.5% |
| 3M | -5.7% | -50.0% | +44.3% | +2.6% |
| 6M | -8.8% | +80.2% | -88.9% | -20.0% |
| YTD | +6.7% | +121.1% | -114.4% | -9.9% |
| 1Y | -3.6% | +112.0% | -115.6% | -18.5% |
| 3Y | +75.1% | +22.5% | +52.6% | +56.8% |
| 5Y | +108.9% | +64.0% | +44.9% | +76.8% |
| 10Y | +586.2% | +170.4% | +415.8% | +413.6% |
| All | +11,743.1% | +1,674.8% | +10,068.2% | +4,528.5% |
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 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