+2,593.6%
NDAQ vs VSH
+70.6%
+2,523.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.7% | -5.5% | -1.2% |
| 7D | +0.8% | -12.9% | +13.8% | +4.0% |
| 30D | +16.5% | -36.9% | +53.4% | +29.6% |
| 3M | +13.5% | -28.8% | +42.3% | +20.8% |
| 6M | +20.9% | -30.3% | +51.2% | +21.9% |
| YTD | +11.4% | +62.4% | -51.0% | -14.3% |
| 1Y | +25.9% | +62.5% | -36.6% | -3.5% |
| 3Y | +119.9% | +7.4% | +112.5% | +79.6% |
| 5Y | +61.7% | +25.4% | +36.3% | +23.0% |
| 10Y | +481.6% | +102.6% | +378.9% | +246.4% |
| All | +2,593.6% | +70.6% | +2,523.0% | +1,027.7% |
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