+8.0%
EW vs VSH
+112.8%
-104.8%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.6% |
| 7D | -5.1% | +3.5% | -8.6% | -5.2% |
| 30D | -6.4% | -4.4% | -2.0% | -6.2% |
| 3M | -1.6% | -45.8% | +44.3% | +1.2% |
| 6M | +2.3% | +90.1% | -87.9% | -7.3% |
| YTD | +1.1% | +120.3% | -119.2% | -8.5% |
| 1Y | +8.0% | +112.2% | -104.2% | -2.3% |
| All | +8.0% | +112.8% | -104.8% | -2.3% |
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