-2.7%
MSCI vs VSH
+105.2%
-107.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.0% | -2.7% | -3.8% |
| 7D | -2.1% | +6.2% | -8.3% | -1.8% |
| 30D | -1.7% | -11.1% | +9.4% | -2.2% |
| 3M | -8.2% | -44.9% | +36.7% | -8.9% |
| 6M | -2.4% | +90.0% | -92.4% | -10.6% |
| YTD | -2.8% | +118.8% | -121.6% | -11.1% |
| 1Y | -2.7% | +109.0% | -111.6% | -10.0% |
| All | -2.7% | +105.2% | -107.9% | -10.0% |
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 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