+10.5%
MO vs VSH
+118.1%
-107.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.4% | -5.3% | -0.4% |
| 7D | +0.3% | +4.1% | -3.7% | +0.8% |
| 30D | +0.6% | -4.2% | +4.8% | +0.4% |
| 3M | -1.0% | -50.0% | +49.0% | -4.3% |
| 6M | +4.3% | +80.2% | -75.8% | +9.9% |
| YTD | +23.3% | +121.1% | -97.8% | +33.1% |
| 1Y | +10.5% | +112.0% | -101.5% | +20.1% |
| All | +10.5% | +118.1% | -107.7% | +20.1% |
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