+69.9%
PR vs VSH
+86.1%
-16.2%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.9% |
| 7D | -9.5% | -1.6% | -7.9% | -9.5% |
| 30D | -5.7% | -21.3% | +15.6% | -5.8% |
| 3M | +3.0% | -18.9% | +21.9% | +2.8% |
| 6M | +11.8% | -21.4% | +33.2% | +11.9% |
| YTD | +58.5% | +86.8% | -28.4% | +52.1% |
| 1Y | +69.9% | +85.8% | -15.9% | +63.4% |
| All | +69.9% | +86.1% | -16.2% | +63.4% |
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