-2.2%
MA vs VSH
+118.1%
-120.3%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.4% | -5.5% | -0.9% |
| 7D | -2.7% | +4.1% | -6.8% | -2.5% |
| 30D | +1.5% | -4.2% | +5.7% | +1.4% |
| 3M | +20.4% | -50.0% | +70.4% | +18.4% |
| 6M | +11.1% | +80.2% | -69.0% | +0.5% |
| YTD | +2.0% | +121.1% | -119.1% | -9.2% |
| 1Y | -2.2% | +112.0% | -114.1% | -14.0% |
| All | -2.2% | +118.1% | -120.3% | -14.0% |
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