+53.4%
ROKU vs VSH
+62.1%
-8.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.1% | +6.6% | +1.8% |
| 7D | +4.8% | -13.6% | +18.4% | +5.7% |
| 30D | +6.1% | -30.4% | +36.5% | +8.5% |
| 3M | +10.5% | -33.3% | +43.8% | +13.1% |
| 6M | +29.2% | -15.1% | +44.2% | +21.8% |
| YTD | +50.0% | +80.2% | -30.2% | +22.1% |
| 1Y | +53.4% | +63.4% | -9.9% | +26.9% |
| All | +53.4% | +62.1% | -8.6% | +26.9% |
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