+172.6%
TTMI vs VSH
+118.1%
+54.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +4.4% | +4.4% | +5.7% |
| 7D | +5.9% | +4.1% | +1.8% | +3.0% |
| 30D | -4.3% | -4.2% | -0.1% | -1.3% |
| 3M | -32.0% | -50.0% | +17.9% | +7.9% |
| 6M | +19.5% | +80.2% | -60.7% | -28.8% |
| YTD | +82.0% | +121.1% | -39.1% | -5.0% |
| 1Y | +172.6% | +112.0% | +60.6% | +45.0% |
| All | +172.6% | +118.1% | +54.5% | +45.0% |
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