+34.1%
MSCI vs VSH
+6.8%
+27.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +5.7% | -8.0% | -2.5% |
| 7D | +2.8% | -12.9% | +15.8% | +3.4% |
| 30D | +15.4% | -36.9% | +52.3% | +17.9% |
| 3M | +13.4% | -28.8% | +42.2% | +14.7% |
| 6M | +10.9% | -30.3% | +41.2% | +7.9% |
| YTD | +13.0% | +62.4% | -49.4% | -4.5% |
| 1Y | +12.0% | +62.5% | -50.5% | -5.4% |
| 3Y | +34.1% | +7.4% | +26.7% | +18.8% |
| All | +34.1% | +6.8% | +27.3% | +18.8% |
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