+48.4%
MAR vs VSH
+92.4%
-44.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.2% | +3.9% | -0.3% |
| 7D | +1.6% | +14.3% | -12.7% | +1.3% |
| 30D | +13.8% | -7.9% | +21.7% | +14.0% |
| 3M | +20.3% | -19.9% | +40.1% | +20.8% |
| 6M | +21.3% | -30.5% | +51.8% | +18.7% |
| YTD | +37.2% | +85.7% | -48.5% | +10.0% |
| 1Y | +48.4% | +98.9% | -50.5% | +16.6% |
| All | +48.4% | +92.4% | -44.0% | +16.6% |
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