+1,107.4%
DIA vs VSH
+301.5%
+805.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +13.4% | -11.3% | -0.7% |
| 7D | +0.8% | +3.5% | -2.7% | -0.5% |
| 30D | +1.4% | -22.4% | +23.8% | +5.8% |
| 3M | -2.7% | -25.2% | +22.5% | +1.6% |
| 6M | +6.2% | -22.5% | +28.8% | +6.5% |
| YTD | +10.1% | +84.2% | -74.1% | -9.9% |
| 1Y | +13.0% | +87.1% | -74.1% | -8.1% |
| 3Y | +61.9% | +31.7% | +30.2% | +36.6% |
| 5Y | +57.1% | +42.6% | +14.5% | +28.3% |
| 10Y | +240.9% | +116.6% | +124.3% | +145.5% |
| All | +1,107.4% | +301.5% | +805.9% | +474.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling