+1,105.4%
DIA vs VSH
+322.5%
+782.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.6% | +4.3% | +0.6% |
| 7D | +1.6% | +26.2% | -24.6% | -3.6% |
| 30D | +1.2% | -12.5% | +13.7% | +2.9% |
| 3M | -2.4% | -16.9% | +14.5% | -0.4% |
| 6M | +5.7% | -17.0% | +22.6% | +4.3% |
| YTD | +9.9% | +93.8% | -83.9% | -11.1% |
| 1Y | +9.8% | +99.3% | -89.5% | -12.0% |
| 3Y | +59.8% | +35.0% | +24.8% | +34.0% |
| 5Y | +57.7% | +45.8% | +11.9% | +28.1% |
| 10Y | +235.8% | +127.1% | +108.6% | +139.1% |
| All | +1,105.4% | +322.5% | +782.9% | +466.5% |
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