+6.6%
O vs VSH
+112.8%
-106.2%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.5% |
| 7D | -2.3% | +3.5% | -5.8% | -2.2% |
| 30D | -2.4% | -4.4% | +1.9% | -2.5% |
| 3M | -0.6% | -45.8% | +45.2% | -1.4% |
| 6M | -5.0% | +90.1% | -95.1% | -10.9% |
| YTD | +10.4% | +120.3% | -109.9% | +1.9% |
| 1Y | +6.6% | +112.2% | -105.7% | -1.0% |
| All | +6.6% | +112.8% | -106.2% | -1.0% |
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