+14,183.4%
TER vs VSH
+1,674.8%
+12,508.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.4% | +1.1% | +2.9% |
| 7D | +0.6% | +4.1% | -3.4% | -1.6% |
| 30D | -8.3% | -4.2% | -4.1% | -6.1% |
| 3M | -12.2% | -50.0% | +37.8% | +31.4% |
| 6M | +17.1% | +80.2% | -63.1% | -18.2% |
| YTD | +84.7% | +121.1% | -36.4% | +14.4% |
| 1Y | +199.9% | +112.0% | +87.9% | +89.1% |
| 3Y | +232.8% | +22.5% | +210.2% | +175.2% |
| 5Y | +198.6% | +64.0% | +134.5% | +111.2% |
| 10Y | +1,669.7% | +170.4% | +1,499.4% | +797.8% |
| All | +14,183.4% | +1,674.8% | +12,508.6% | +3,221.7% |
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 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