+4,316.7%
ETR vs VSH
+1,674.8%
+2,641.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.4% | -4.9% | -0.9% |
| 7D | +1.4% | +4.1% | -2.6% | +1.1% |
| 30D | +1.0% | -4.2% | +5.1% | +1.2% |
| 3M | -1.3% | -50.0% | +48.7% | +3.8% |
| 6M | +1.9% | +80.2% | -78.3% | -4.8% |
| YTD | +18.2% | +121.1% | -102.9% | +8.2% |
| 1Y | +24.7% | +112.0% | -87.3% | +14.3% |
| 3Y | +150.7% | +22.5% | +128.2% | +137.1% |
| 5Y | +127.0% | +64.0% | +63.0% | +107.8% |
| 10Y | +295.5% | +170.4% | +125.1% | +241.1% |
| All | +4,316.7% | +1,674.8% | +2,641.9% | +2,849.8% |
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