+72.9%
PBR vs VSH
+62.1%
+10.9%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -5.1% | -1.9% | -7.0% |
| 7D | -11.0% | -13.6% | +2.7% | -11.0% |
| 30D | -18.8% | -30.4% | +11.6% | -18.8% |
| 3M | +7.8% | -33.3% | +41.1% | +8.0% |
| 6M | -7.6% | -15.1% | +7.5% | -9.5% |
| YTD | +72.7% | +80.2% | -7.6% | +61.2% |
| 1Y | +72.9% | +63.4% | +9.6% | +60.7% |
| All | +72.9% | +62.1% | +10.9% | +60.7% |
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 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