+81.1%
FDX vs VSH
+118.1%
-37.0%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.4% | -5.0% | -1.0% |
| 7D | -2.5% | +4.1% | -6.6% | -3.0% |
| 30D | +3.8% | -4.2% | +8.0% | +4.1% |
| 3M | -1.3% | -50.0% | +48.7% | +7.3% |
| 6M | +5.0% | +80.2% | -75.2% | -9.7% |
| YTD | +39.6% | +121.1% | -81.4% | +15.5% |
| 1Y | +81.1% | +112.0% | -30.9% | +52.0% |
| All | +81.1% | +118.1% | -37.0% | +52.0% |
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