+1,129.1%
DIA vs VSH
+381.9%
+747.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.4% | -5.0% | -1.5% |
| 7D | -0.2% | +4.1% | -4.2% | -1.1% |
| 30D | -1.5% | -4.2% | +2.6% | -1.0% |
| 3M | +3.8% | -50.0% | +53.7% | +17.5% |
| 6M | +10.3% | +80.2% | -69.9% | -7.3% |
| YTD | +12.1% | +121.1% | -109.0% | -10.4% |
| 1Y | +18.6% | +112.0% | -93.4% | -4.9% |
| 3Y | +60.6% | +22.5% | +38.1% | +40.0% |
| 5Y | +64.4% | +64.0% | +0.4% | +32.3% |
| 10Y | +250.1% | +170.4% | +79.7% | +144.2% |
| All | +1,129.1% | +381.9% | +747.1% | +470.9% |
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