+96.9%
PSX vs VSH
+62.1%
+34.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -5.1% | +0.5% | -4.7% |
| 7D | -5.2% | -13.6% | +8.5% | -5.6% |
| 30D | -3.7% | -30.4% | +26.6% | -4.3% |
| 3M | +26.8% | -33.3% | +60.0% | +26.2% |
| 6M | +47.3% | -15.1% | +62.4% | +44.7% |
| YTD | +105.4% | +80.2% | +25.2% | +91.7% |
| 1Y | +96.9% | +63.4% | +33.6% | +86.1% |
| All | +96.9% | +62.1% | +34.9% | +86.1% |
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