+32.7%
KO vs VSH
+118.1%
-85.4%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.4% | -5.3% | -0.4% |
| 7D | -1.8% | +4.1% | -5.8% | -1.4% |
| 30D | +1.4% | -4.2% | +5.6% | +1.2% |
| 3M | +15.4% | -50.0% | +65.4% | +11.0% |
| 6M | +14.3% | +80.2% | -65.9% | +14.2% |
| YTD | +27.7% | +121.1% | -93.4% | +29.7% |
| 1Y | +32.7% | +112.0% | -79.3% | +32.9% |
| All | +32.7% | +118.1% | -85.4% | +32.9% |
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