+550.6%
ROKU vs VSH
+101.6%
+449.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.9% |
| 7D | -3.0% | +3.5% | -6.6% | -4.6% |
| 30D | +0.7% | -4.4% | +5.1% | +2.2% |
| 3M | +26.5% | -45.8% | +72.3% | +57.8% |
| 6M | +52.6% | +90.1% | -37.5% | -4.2% |
| YTD | +40.9% | +120.3% | -79.4% | -20.0% |
| 1Y | +57.6% | +112.2% | -54.6% | -10.1% |
| 3Y | +83.2% | +36.6% | +46.6% | +27.3% |
| 5Y | -54.8% | +67.0% | -121.8% | -71.6% |
| All | +550.6% | +101.6% | +449.0% | +227.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling