+11.9%
GOOGL vs VSH
+75.8%
-64.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.4% | -5.5% | -1.4% |
| 7D | -2.3% | +4.1% | -6.3% | -2.6% |
| 30D | -6.6% | -4.2% | -2.4% | -6.4% |
| 3M | -8.9% | -50.0% | +41.0% | -2.5% |
| 6M | +11.9% | +80.2% | -68.3% | -15.3% |
| All | +11.9% | +75.8% | -64.0% | -15.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling