+12.6%
FITB vs VSH
-18.4%
+30.9%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.6% | +3.7% | -0.8% |
| 7D | +0.8% | +26.2% | -25.4% | +0.3% |
| 30D | +7.3% | -12.5% | +19.8% | +7.4% |
| 3M | -6.3% | -16.9% | +10.6% | -6.3% |
| 6M | +12.6% | -17.0% | +29.5% | +12.5% |
| All | +12.6% | -18.4% | +30.9% | +12.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling