+35,474.9%
LOW vs VSH
+1,674.8%
+33,800.0%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.4% | -3.2% | +0.2% |
| 7D | -1.7% | +4.1% | -5.8% | -2.7% |
| 30D | -7.0% | -4.2% | -2.9% | -6.5% |
| 3M | -0.9% | -50.0% | +49.1% | +12.9% |
| 6M | -20.1% | +80.2% | -100.3% | -34.4% |
| YTD | -13.9% | +121.1% | -135.0% | -33.2% |
| 1Y | -21.1% | +112.0% | -133.1% | -38.6% |
| 3Y | -6.6% | +22.5% | -29.2% | -20.0% |
| 5Y | +9.4% | +64.0% | -54.7% | -13.8% |
| 10Y | +220.5% | +170.4% | +50.1% | +117.9% |
| All | +35,474.9% | +1,674.8% | +33,800.0% | +9,701.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling