-56.6%
FIG vs VSH
+108.3%
-165.0%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +0.5% |
| 7D | -12.2% | +2.8% | -15.0% | -12.0% |
| 30D | -11.0% | -6.0% | -5.0% | -11.3% |
| 3M | +11.9% | -42.6% | +54.5% | +11.5% |
| 6M | -21.9% | +82.1% | -104.0% | -42.6% |
| YTD | -40.8% | +117.5% | -158.3% | -63.1% |
| 1Y | -56.6% | +109.0% | -165.6% | -72.2% |
| All | -56.6% | +108.3% | -165.0% | -72.2% |
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