+44.5%
GOOG vs VSH
+118.1%
-73.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.4% | -5.5% | -1.5% |
| 7D | -2.2% | +4.1% | -6.3% | -2.6% |
| 30D | -6.9% | -4.2% | -2.7% | -6.7% |
| 3M | -9.1% | -50.0% | +40.8% | -2.2% |
| 6M | +10.6% | +80.2% | -69.5% | -5.8% |
| YTD | +7.0% | +121.1% | -114.1% | -12.5% |
| 1Y | +44.5% | +112.0% | -67.5% | +18.4% |
| All | +44.5% | +118.1% | -73.6% | +18.4% |
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