+43.2%
TER vs VSH
+62.1%
-18.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -5.1% | -1.7% | -3.2% |
| 7D | -19.9% | -13.6% | -6.2% | -11.1% |
| 30D | -43.5% | -30.4% | -13.2% | -27.5% |
| 3M | -37.8% | -33.3% | -4.5% | -18.7% |
| 6M | -25.6% | -15.1% | -10.5% | -13.7% |
| YTD | +29.8% | +80.2% | -50.4% | -9.9% |
| 1Y | +43.2% | +63.4% | -20.2% | +4.7% |
| All | +43.2% | +62.1% | -18.9% | +4.7% |
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