+75.5%
FDX vs VSH
+105.2%
-29.7%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -2.5% |
| 7D | -3.3% | +6.2% | -9.5% | -4.0% |
| 30D | -1.4% | -11.1% | +9.7% | -0.2% |
| 3M | -4.5% | -44.9% | +40.4% | +2.7% |
| 6M | +9.4% | +90.0% | -80.5% | -6.8% |
| YTD | +36.0% | +118.8% | -82.8% | +12.8% |
| 1Y | +75.5% | +109.0% | -33.5% | +47.9% |
| All | +75.5% | +105.2% | -29.7% | +47.9% |
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