+24.2%
FIX vs VSH
+92.4%
-68.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.2% | +2.8% | +0.7% |
| 7D | +9.4% | +14.3% | -4.9% | +2.2% |
| 30D | -27.8% | -7.9% | -19.9% | -25.0% |
| 3M | -35.6% | -19.9% | -15.7% | -29.0% |
| 6M | -45.2% | -30.5% | -14.7% | -37.4% |
| YTD | +19.5% | +85.7% | -66.2% | -21.1% |
| 1Y | +24.2% | +98.9% | -74.7% | -20.4% |
| All | +24.2% | +92.4% | -68.2% | -20.4% |
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