+24.3%
P vs VSH
+97.1%
-72.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -4.6% | +8.0% | +5.1% |
| 7D | +17.8% | +26.2% | -8.4% | +7.4% |
| 30D | -29.9% | -12.5% | -17.4% | -26.8% |
| 3M | -1.2% | -16.9% | +15.7% | +3.9% |
| 6M | +32.1% | -17.0% | +49.1% | +33.8% |
| YTD | +64.3% | +93.8% | -29.5% | +44.7% |
| 1Y | +24.3% | +99.3% | -75.1% | +13.0% |
| All | +24.3% | +97.1% | -72.8% | +13.0% |
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