+16.9%
TPR vs VSH
+118.1%
-101.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.4% | -4.8% | -0.9% |
| 7D | -2.7% | +4.1% | -6.7% | -3.1% |
| 30D | -23.3% | -4.2% | -19.1% | -23.1% |
| 3M | -12.8% | -50.0% | +37.2% | -3.3% |
| 6M | -21.7% | +80.2% | -101.9% | -40.8% |
| YTD | -3.9% | +121.1% | -125.0% | -33.1% |
| 1Y | +16.9% | +112.0% | -95.1% | -19.1% |
| All | +16.9% | +118.1% | -101.2% | -19.1% |
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