+52.3%
ROST vs VSH
+109.0%
-56.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.1% |
| 7D | -2.5% | +3.1% | -5.6% | -2.6% |
| 30D | -10.3% | -5.7% | -4.6% | -10.1% |
| 3M | -2.6% | -42.5% | +39.9% | +0.4% |
| 6M | +6.5% | +82.7% | -76.1% | -8.3% |
| YTD | +25.9% | +118.2% | -92.3% | +2.7% |
| 1Y | +52.3% | +109.7% | -57.3% | +21.9% |
| All | +52.3% | +109.0% | -56.6% | +21.9% |
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