+14.9%
DIA vs VSH
+62.1%
-47.2%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -5.1% | +8.2% | +3.4% |
| 7D | +1.6% | -13.6% | +15.2% | +2.5% |
| 30D | +4.1% | -30.4% | +34.5% | +6.4% |
| 3M | -1.0% | -33.3% | +32.3% | +1.2% |
| 6M | +9.7% | -15.1% | +24.7% | +6.2% |
| YTD | +12.2% | +80.2% | -68.1% | -4.1% |
| 1Y | +14.9% | +63.4% | -48.5% | -0.3% |
| All | +14.9% | +62.1% | -47.2% | -0.3% |
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