+61.9%
EBAY vs VSH
+74.2%
-12.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.1% | -3.5% | +1.6% |
| 7D | +4.2% | +4.8% | -0.6% | +3.4% |
| 30D | +5.6% | -0.7% | +6.3% | +5.5% |
| 3M | -1.4% | -43.1% | +41.7% | +7.1% |
| 6M | +18.2% | +91.8% | -73.6% | -3.7% |
| YTD | +24.8% | +131.6% | -106.8% | -3.4% |
| 1Y | +18.0% | +118.1% | -100.1% | -7.9% |
| 3Y | +160.3% | +40.9% | +119.4% | +128.8% |
| All | +61.9% | +74.2% | -12.3% | +30.5% |
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 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