+39.7%
GOOG vs VSH
+119.5%
-79.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.1% | -4.6% | +0.9% |
| 7D | 0.0% | +4.8% | -4.7% | -0.4% |
| 30D | -2.0% | -0.7% | -1.3% | -2.0% |
| 3M | -5.9% | -43.1% | +37.2% | -0.1% |
| 6M | +8.9% | +91.8% | -82.9% | -8.1% |
| YTD | +7.1% | +131.6% | -124.5% | -13.0% |
| 1Y | +39.7% | +118.1% | -78.4% | +12.9% |
| All | +39.7% | +119.5% | -79.8% | +12.9% |
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