+64.1%
DIA vs VSH
+65.5%
-1.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -1.0% |
| 7D | +0.1% | +6.2% | -6.2% | -1.0% |
| 30D | -2.1% | -11.1% | +9.1% | -0.3% |
| 3M | +4.2% | -44.9% | +49.1% | +13.8% |
| 6M | +11.9% | +90.0% | -78.1% | -7.6% |
| YTD | +10.8% | +118.8% | -108.0% | -11.9% |
| 1Y | +17.5% | +109.0% | -91.5% | -6.3% |
| 3Y | +59.9% | +35.6% | +24.3% | +37.3% |
| 5Y | +64.1% | +66.7% | -2.6% | +27.2% |
| All | +64.1% | +65.5% | -1.4% | +27.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling