+47.6%
ON vs VSH
+92.4%
-44.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.2% | +0.6% | -1.1% |
| 7D | +12.2% | +14.3% | -2.1% | +3.2% |
| 30D | -3.1% | -7.9% | +4.7% | +0.5% |
| 3M | -12.9% | -19.9% | +7.0% | -2.3% |
| 6M | -38.6% | -30.5% | -8.1% | -25.3% |
| YTD | +31.2% | +85.7% | -54.4% | -18.9% |
| 1Y | +47.6% | +98.9% | -51.3% | -13.9% |
| All | +47.6% | +92.4% | -44.8% | -13.9% |
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