+19.2%
D vs VSH
+105.2%
-86.1%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.6% |
| 7D | +0.8% | +6.2% | -5.4% | +0.8% |
| 30D | -0.7% | -11.1% | +10.4% | -0.9% |
| 3M | +2.1% | -44.9% | +47.0% | +1.3% |
| 6M | +6.8% | +90.0% | -83.1% | +6.3% |
| YTD | +16.5% | +118.8% | -102.3% | +16.1% |
| 1Y | +19.2% | +109.0% | -89.8% | +18.2% |
| All | +19.2% | +105.2% | -86.1% | +18.2% |
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