-8.9%
TOST vs VSH
+83.5%
-92.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +13.4% | -13.2% | +1.2% |
| 7D | +4.0% | +3.5% | +0.6% | +4.4% |
| 30D | +11.1% | -22.4% | +33.5% | +9.6% |
| 3M | +0.8% | -25.2% | +26.0% | -0.4% |
| 6M | +38.8% | -22.5% | +61.3% | +35.4% |
| YTD | -2.1% | +84.2% | -86.3% | -19.4% |
| All | -8.9% | +83.5% | -92.4% | -25.0% |
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