+6,477.2%
TRV vs VSH
+1,674.8%
+4,802.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.4% | -5.8% | -2.1% |
| 7D | -0.1% | +4.1% | -4.2% | -0.9% |
| 30D | -3.4% | -4.2% | +0.7% | -3.0% |
| 3M | +26.4% | -50.0% | +76.4% | +39.0% |
| 6M | +19.3% | +80.2% | -60.9% | +3.0% |
| YTD | +28.3% | +121.1% | -92.8% | +6.2% |
| 1Y | +34.3% | +112.0% | -77.7% | +11.2% |
| 3Y | +140.1% | +22.5% | +117.6% | +111.9% |
| 5Y | +155.7% | +64.0% | +91.7% | +110.2% |
| 10Y | +285.5% | +170.4% | +115.2% | +181.1% |
| All | +6,477.2% | +1,674.8% | +4,802.4% | +2,757.2% |
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