+49.0%
REGN vs VSH
+62.1%
-13.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -5.1% | +0.7% | -4.7% |
| 7D | +14.4% | -13.6% | +28.1% | +13.6% |
| 30D | +28.1% | -30.4% | +58.5% | +26.5% |
| 3M | +22.5% | -33.3% | +55.8% | +21.0% |
| 6M | +31.6% | -15.1% | +46.6% | +27.2% |
| YTD | +21.0% | +80.2% | -59.2% | +18.8% |
| 1Y | +49.0% | +63.4% | -14.4% | +44.3% |
| All | +49.0% | +62.1% | -13.1% | +44.3% |
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