+5,283.0%
O vs VSH
+321.9%
+4,961.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +13.4% | -12.7% | -1.4% |
| 7D | +3.3% | +3.5% | -0.2% | +2.3% |
| 30D | +10.3% | -22.4% | +32.8% | +13.8% |
| 3M | -3.5% | -25.2% | +21.7% | -0.4% |
| 6M | -1.3% | -22.5% | +21.3% | -1.9% |
| YTD | +10.3% | +84.2% | -73.9% | -6.6% |
| 1Y | +10.4% | +87.1% | -76.7% | -7.0% |
| 3Y | +40.0% | +31.7% | +8.3% | +20.6% |
| 5Y | +12.4% | +42.6% | -30.2% | -5.9% |
| 10Y | +78.2% | +116.6% | -38.4% | +34.5% |
| All | +5,283.0% | +321.9% | +4,961.1% | +2,722.7% |
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