+10.7%
EIX vs VSH
+112.8%
-102.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.7% | -3.9% | -3.2% |
| 7D | +4.1% | +3.5% | +0.5% | +4.0% |
| 30D | -15.3% | -4.4% | -10.9% | -15.3% |
| 3M | -18.4% | -45.8% | +27.4% | -17.6% |
| 6M | -16.8% | +90.1% | -107.0% | -23.0% |
| YTD | -0.6% | +120.3% | -120.9% | -9.6% |
| 1Y | +10.7% | +112.2% | -101.6% | -0.1% |
| All | +10.7% | +112.8% | -102.1% | -0.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling