+3.6%
EXE vs VSH
+118.1%
-114.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.4% | -5.6% | -1.1% |
| 7D | -0.3% | +4.1% | -4.3% | -0.2% |
| 30D | +8.5% | -4.2% | +12.6% | +8.4% |
| 3M | +5.5% | -50.0% | +55.4% | +5.2% |
| 6M | -5.9% | +80.2% | -86.1% | -10.3% |
| YTD | -9.7% | +121.1% | -130.8% | -16.3% |
| 1Y | +3.6% | +112.0% | -108.4% | -1.9% |
| All | +3.6% | +118.1% | -114.5% | -1.9% |
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