-98.3%
DFNS vs VSH
+112.8%
-211.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.7% | -5.3% | -4.7% |
| 7D | +4.6% | +3.5% | +1.1% | +4.3% |
| 30D | -73.9% | -4.4% | -69.5% | -73.8% |
| 3M | -71.7% | -45.8% | -25.9% | -66.6% |
| 6M | -94.6% | +90.1% | -184.7% | -97.5% |
| YTD | -98.1% | +120.3% | -218.4% | -99.3% |
| 1Y | -98.3% | +112.2% | -210.5% | -99.4% |
| All | -98.3% | +112.8% | -211.1% | -99.4% |
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