+134.1%
PSX vs VSH
+32.2%
+101.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.7% |
| 7D | +2.8% | +6.2% | -3.4% | +1.9% |
| 30D | +27.8% | -11.1% | +38.9% | +29.8% |
| 3M | +42.0% | -44.9% | +86.9% | +54.5% |
| 6M | +58.1% | +90.0% | -31.8% | +24.4% |
| YTD | +105.0% | +118.8% | -13.8% | +53.1% |
| 1Y | +104.9% | +109.0% | -4.1% | +53.5% |
| 3Y | +134.1% | +35.6% | +98.4% | +80.1% |
| All | +134.1% | +32.2% | +101.8% | +80.1% |
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 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