+39.4%
GOOGL vs VSH
+109.0%
-69.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.7% |
| 7D | -2.8% | +3.1% | -5.9% | -3.1% |
| 30D | -3.2% | -5.7% | +2.5% | -2.8% |
| 3M | -6.6% | -42.5% | +35.9% | -1.3% |
| 6M | +8.5% | +82.7% | -74.2% | -8.6% |
| YTD | +6.5% | +118.2% | -111.8% | -13.7% |
| 1Y | +39.4% | +109.7% | -70.2% | +12.3% |
| All | +39.4% | +109.0% | -69.6% | +12.3% |
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 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