+3.6%
GOOG vs VSH
+62.1%
-58.5%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -5.1% | +8.3% | +3.7% |
| 7D | -10.7% | -13.6% | +2.9% | -9.6% |
| 30D | -16.4% | -30.4% | +13.9% | -14.1% |
| 3M | -23.4% | -33.3% | +9.9% | -21.0% |
| 6M | -24.2% | -15.1% | -9.2% | -27.5% |
| YTD | -8.3% | +80.2% | -88.5% | -23.7% |
| 1Y | +3.6% | +63.4% | -59.8% | -12.0% |
| All | +3.6% | +62.1% | -58.5% | -12.0% |
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