+820.4%
MSCI vs VSH
+141.4%
+678.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.8% | -8.1% | -1.3% |
| 7D | -1.9% | +12.8% | -14.7% | -5.1% |
| 30D | +16.5% | -9.0% | +25.5% | +17.4% |
| 3M | +18.2% | -12.2% | +30.4% | +19.0% |
| 6M | +14.0% | -15.9% | +29.9% | +8.1% |
| YTD | +16.6% | +103.2% | -86.6% | -18.7% |
| 1Y | +14.8% | +108.4% | -93.6% | -20.9% |
| 3Y | +33.3% | +41.6% | -8.3% | -1.9% |
| 5Y | +9.1% | +54.6% | -45.5% | -23.9% |
| 10Y | +820.4% | +138.2% | +682.2% | +427.2% |
| All | +820.4% | +141.4% | +678.9% | +427.2% |
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