-95.2%
DFNS vs VSH
+75.8%
-171.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.4% | -3.8% | +1.5% |
| 7D | -16.0% | +4.1% | -20.1% | -15.3% |
| 30D | -77.7% | -4.2% | -73.5% | -78.1% |
| 3M | -77.2% | -50.0% | -27.2% | -77.0% |
| 6M | -95.2% | +80.2% | -175.4% | -95.7% |
| All | -95.2% | +75.8% | -171.0% | -95.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling