+59.5%
DIA vs VSH
+32.2%
+27.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.5% |
| 7D | +0.9% | -1.6% | +2.5% | +0.8% |
| 30D | +1.1% | -21.3% | +22.4% | +3.5% |
| 3M | -2.9% | -18.9% | +16.0% | -1.3% |
| 6M | +5.9% | -21.4% | +27.3% | +4.7% |
| YTD | +9.8% | +86.8% | -77.1% | -8.1% |
| 1Y | +11.7% | +85.8% | -74.0% | -6.5% |
| 3Y | +59.5% | +30.1% | +29.4% | +37.3% |
| All | +59.5% | +32.2% | +27.3% | +37.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling