+99.6%
DE vs VSH
+74.2%
+25.4%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.1% | -6.5% | -1.6% |
| 7D | -2.6% | +4.8% | -7.3% | -3.6% |
| 30D | +9.0% | -0.7% | +9.7% | +8.9% |
| 3M | +19.1% | -43.1% | +62.2% | +32.9% |
| 6M | +14.4% | +91.8% | -77.4% | -8.9% |
| YTD | +45.9% | +131.6% | -85.7% | +9.9% |
| 1Y | +43.6% | +118.1% | -74.5% | +8.9% |
| 3Y | +75.9% | +40.9% | +35.0% | +47.1% |
| All | +99.6% | +74.2% | +25.4% | +45.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling