+234.1%
TER vs VSH
+112.8%
+121.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.4% | +2.7% |
| 7D | +12.4% | +3.5% | +8.8% | +9.8% |
| 30D | +5.1% | -4.4% | +9.5% | +8.6% |
| 3M | +4.0% | -45.8% | +49.8% | +54.9% |
| 6M | +29.5% | +90.1% | -60.6% | -13.5% |
| YTD | +98.5% | +120.3% | -21.9% | +22.7% |
| 1Y | +234.1% | +112.2% | +121.9% | +104.9% |
| All | +234.1% | +112.8% | +121.3% | +104.9% |
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