+68.5%
MA vs VSH
+37.0%
+31.5%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.6% | +3.4% | -1.1% |
| 7D | -0.5% | +26.2% | -26.7% | -1.2% |
| 30D | +7.9% | -12.5% | +20.4% | +8.2% |
| 3M | +16.8% | -16.9% | +33.7% | +17.1% |
| 6M | +31.0% | -17.0% | +48.0% | +26.9% |
| YTD | +15.0% | +93.8% | -78.8% | -0.5% |
| 1Y | +17.0% | +99.3% | -82.3% | +0.7% |
| All | +68.5% | +37.0% | +31.5% | +46.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling