+2,417.1%
MSCI vs VSH
+328.3%
+2,088.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.4% | -4.7% | -1.7% |
| 7D | +0.4% | +4.1% | -3.7% | -0.9% |
| 30D | +0.6% | -4.2% | +4.7% | +1.2% |
| 3M | -7.1% | -50.0% | +42.9% | +10.3% |
| 6M | +0.8% | +80.2% | -79.3% | -25.6% |
| YTD | +1.0% | +121.1% | -120.1% | -31.3% |
| 1Y | +4.3% | +112.0% | -107.7% | -29.0% |
| 3Y | +9.9% | +22.5% | -12.6% | -14.3% |
| 5Y | -6.8% | +64.0% | -70.8% | -35.9% |
| 10Y | +614.7% | +170.4% | +444.3% | +273.3% |
| All | +2,417.1% | +328.3% | +2,088.8% | +944.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling