+321.2%
MOD vs VSH
+24.4%
+296.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +4.4% | -0.1% | +1.6% |
| 7D | +9.6% | +4.1% | +5.5% | +6.8% |
| 30D | 0.0% | -4.2% | +4.2% | +2.2% |
| 3M | -35.4% | -50.0% | +14.6% | -3.8% |
| 6M | -7.3% | +80.2% | -87.5% | -40.6% |
| YTD | +45.8% | +121.1% | -75.3% | -18.7% |
| 1Y | +43.1% | +112.0% | -68.9% | -18.4% |
| All | +321.2% | +24.4% | +296.7% | +242.7% |
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