+2,105.4%
FIX vs VSH
+64.7%
+2,040.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.4% | -2.5% | -0.1% |
| 7D | +6.0% | +4.1% | +2.0% | +4.0% |
| 30D | -7.2% | -4.2% | -3.1% | -5.8% |
| 3M | -15.9% | -50.0% | +34.1% | +12.5% |
| 6M | +12.7% | +80.2% | -67.4% | -19.3% |
| YTD | +72.8% | +121.1% | -48.3% | +11.5% |
| 1Y | +122.9% | +112.0% | +10.9% | +45.4% |
| 3Y | +774.3% | +22.5% | +751.8% | +620.3% |
| All | +2,105.4% | +64.7% | +2,040.8% | +1,373.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling