+1,082.7%
MOD vs VSH
+38.9%
+1,043.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +27.9% | -4.2% | +32.1% | +30.5% |
| 7D | +40.4% | +14.3% | +26.1% | +27.4% |
| 30D | -14.0% | -7.9% | -6.1% | -10.5% |
| 3M | -33.3% | -19.9% | -13.5% | -25.4% |
| 6M | -51.4% | -30.5% | -20.9% | -42.9% |
| YTD | +1.6% | +85.7% | -84.1% | -41.2% |
| 1Y | +5.4% | +98.9% | -93.6% | -41.9% |
| 3Y | +191.0% | +32.1% | +158.9% | +109.7% |
| All | +1,082.7% | +38.9% | +1,043.8% | +656.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling