+6.3%
FE vs VSH
+62.1%
-55.7%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.1% | +5.0% | -0.2% |
| 7D | +1.7% | -13.6% | +15.3% | +1.3% |
| 30D | +8.1% | -30.4% | +38.5% | +7.2% |
| 3M | -1.3% | -33.3% | +32.0% | -2.3% |
| 6M | +2.9% | -15.1% | +18.0% | +1.8% |
| YTD | +8.6% | +80.2% | -71.7% | +6.1% |
| 1Y | +6.3% | +63.4% | -57.0% | +3.5% |
| All | +6.3% | +62.1% | -55.7% | +3.5% |
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