+69.9%
PR vs VSH
+1.1%
+68.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -14.8% | +9.9% | -2.3% |
| 7D | -16.5% | -25.2% | +8.6% | -12.5% |
| 30D | -4.5% | -41.8% | +37.3% | +4.2% |
| 3M | +8.5% | -33.4% | +42.0% | +14.8% |
| 6M | -3.3% | -31.0% | +27.7% | -5.0% |
| YTD | +55.7% | +53.6% | +2.1% | +17.0% |
| 1Y | +82.0% | +46.3% | +35.7% | +38.4% |
| All | +69.9% | +1.1% | +68.8% | +35.0% |
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