+46.9%
PBR vs VSH
+92.4%
-45.6%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.2% | +5.5% | +1.4% |
| 7D | -1.0% | +14.3% | -15.4% | -1.3% |
| 30D | -29.3% | -7.9% | -21.4% | -29.3% |
| 3M | +5.5% | -19.9% | +25.4% | +5.4% |
| 6M | -2.9% | -30.5% | +27.6% | -3.4% |
| YTD | +61.5% | +85.7% | -24.2% | +42.4% |
| 1Y | +46.9% | +98.9% | -52.1% | +28.7% |
| All | +46.9% | +92.4% | -45.6% | +28.7% |
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