+618.6%
MSCI vs VSH
+173.5%
+445.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.4% | -4.7% | -1.4% |
| 7D | +0.4% | +4.1% | -3.7% | -0.7% |
| 30D | +0.6% | -4.2% | +4.7% | +1.1% |
| 3M | -7.1% | -50.0% | +42.9% | +7.7% |
| 6M | +0.8% | +80.2% | -79.3% | -24.1% |
| YTD | +1.0% | +121.1% | -120.1% | -29.5% |
| 1Y | +4.3% | +112.0% | -107.7% | -27.2% |
| 3Y | +9.9% | +22.5% | -12.6% | -11.1% |
| 5Y | -6.8% | +64.0% | -70.8% | -34.5% |
| All | +618.6% | +173.5% | +445.1% | +280.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling