+7,433.0%
FIX vs VSH
+146.3%
+7,286.7%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -14.8% | +3.2% | -6.7% |
| 7D | -27.2% | -25.2% | -2.1% | -19.6% |
| 30D | -46.9% | -41.8% | -5.1% | -36.4% |
| 3M | -44.4% | -33.4% | -11.0% | -36.5% |
| 6M | -50.9% | -31.0% | -19.9% | -45.7% |
| YTD | +3.5% | +53.6% | -50.0% | -11.8% |
| 1Y | -2.1% | +46.3% | -48.4% | -15.3% |
| 3Y | +418.7% | -1.0% | +419.7% | +390.8% |
| 5Y | +894.6% | +18.6% | +875.9% | +782.9% |
| 10Y | +3,465.5% | +91.7% | +3,373.8% | +2,631.0% |
| All | +7,433.0% | +146.3% | +7,286.7% | +4,126.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling