+99.6%
PSX vs VSH
+118.1%
-18.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.4% | -4.3% | +0.2% |
| 7D | +4.5% | +4.1% | +0.5% | +4.6% |
| 30D | +26.6% | -4.2% | +30.8% | +26.5% |
| 3M | +39.3% | -50.0% | +89.2% | +39.9% |
| 6M | +56.8% | +80.2% | -23.4% | +49.3% |
| YTD | +101.8% | +121.1% | -19.3% | +86.9% |
| 1Y | +99.6% | +112.0% | -12.4% | +84.9% |
| All | +99.6% | +118.1% | -18.5% | +84.9% |
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