+19.4%
MA vs VSH
+83.5%
-64.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +13.4% | -13.0% | +1.2% |
| 7D | -0.3% | +3.5% | -3.8% | -0.1% |
| 30D | +11.3% | -22.4% | +33.7% | +10.0% |
| 3M | +16.7% | -25.2% | +41.9% | +15.3% |
| 6M | +32.8% | -22.5% | +55.3% | +25.9% |
| YTD | +15.6% | +84.2% | -68.6% | -2.3% |
| All | +19.4% | +83.5% | -64.1% | +0.4% |
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