+17.5%
D vs VSH
+61.7%
-44.2%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.7% | -7.2% | -1.3% |
| 7D | +3.0% | -12.9% | +15.9% | +2.6% |
| 30D | +11.5% | -36.9% | +48.3% | +10.7% |
| 3M | +3.7% | -28.8% | +32.5% | +3.1% |
| 6M | +13.5% | -30.3% | +43.8% | +12.6% |
| YTD | +20.7% | +62.4% | -41.6% | +18.2% |
| All | +17.5% | +61.7% | -44.2% | +14.7% |
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 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