+76.2%
FDX vs VSH
+38.9%
+37.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.2% | +5.7% | +2.5% |
| 7D | +5.2% | +14.3% | -9.2% | +1.7% |
| 30D | +11.3% | -7.9% | +19.1% | +12.0% |
| 3M | -4.1% | -19.9% | +15.7% | -1.1% |
| 6M | +9.6% | -30.5% | +40.2% | +12.3% |
| YTD | +40.9% | +85.7% | -44.8% | +1.8% |
| 1Y | +53.0% | +98.9% | -45.9% | +7.6% |
| 3Y | +74.1% | +32.1% | +42.0% | +33.4% |
| All | +76.2% | +38.9% | +37.2% | +20.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling