+14.4%
FIX vs VSH
+62.1%
-47.7%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | -5.1% | -10.0% | -12.7% |
| 7D | -18.9% | -13.6% | -5.3% | -12.9% |
| 30D | -36.3% | -30.4% | -5.9% | -24.9% |
| 3M | -38.5% | -33.3% | -5.2% | -27.0% |
| 6M | -42.3% | -15.1% | -27.2% | -40.5% |
| YTD | +17.1% | +80.2% | -63.1% | -21.5% |
| 1Y | +14.4% | +63.4% | -49.0% | -19.8% |
| All | +14.4% | +62.1% | -47.7% | -19.8% |
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 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