+76.3%
DE vs VSH
+35.1%
+41.2%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.6% |
| 7D | -3.0% | +3.5% | -6.6% | -3.6% |
| 30D | +11.1% | -4.4% | +15.5% | +11.8% |
| 3M | +17.6% | -45.8% | +63.4% | +29.8% |
| 6M | +13.6% | +90.1% | -76.6% | -5.8% |
| YTD | +46.3% | +120.3% | -74.1% | +17.0% |
| 1Y | +44.2% | +112.2% | -68.1% | +15.4% |
| All | +76.3% | +35.1% | +41.2% | +52.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling