+196.3%
P vs VSH
+43.7%
+152.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +8.8% | -4.3% | +0.6% |
| 7D | -4.7% | +12.8% | -17.5% | -9.5% |
| 30D | -31.4% | -9.0% | -22.4% | -28.6% |
| 3M | -2.6% | -12.2% | +9.6% | +1.9% |
| 6M | +21.9% | -15.9% | +37.9% | +22.0% |
| YTD | +58.9% | +103.2% | -44.3% | +3.7% |
| 1Y | +21.7% | +108.4% | -86.7% | -22.5% |
| All | +196.3% | +43.7% | +152.7% | +102.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling