+14,609.3%
DE vs VSH
+1,674.8%
+12,934.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.4% | -4.6% | -1.2% |
| 7D | +10.0% | +4.1% | +6.0% | +8.9% |
| 30D | +13.3% | -4.2% | +17.5% | +14.0% |
| 3M | +17.5% | -50.0% | +67.5% | +35.7% |
| 6M | +13.6% | +80.2% | -66.6% | -6.6% |
| YTD | +49.8% | +121.1% | -71.3% | +16.6% |
| 1Y | +47.9% | +112.0% | -64.1% | +15.3% |
| 3Y | +72.5% | +22.5% | +50.0% | +48.4% |
| 5Y | +90.2% | +64.0% | +26.2% | +50.0% |
| 10Y | +865.4% | +170.4% | +695.0% | +559.3% |
| All | +14,609.3% | +1,674.8% | +12,934.4% | +5,308.5% |
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