+11.2%
P vs VSH
+83.5%
-72.3%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +13.4% | -7.2% | +1.1% |
| 7D | -9.6% | +3.5% | -13.1% | -10.5% |
| 30D | -33.4% | -22.4% | -11.0% | -27.6% |
| 3M | +14.2% | -25.2% | +39.4% | +24.5% |
| 6M | +31.6% | -22.5% | +54.1% | +36.8% |
| YTD | +53.5% | +84.2% | -30.7% | +34.7% |
| All | +11.2% | +83.5% | -72.3% | -0.4% |
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