+812.9%
TTMI vs VSH
+67.3%
+745.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.7% | -4.6% | -4.4% |
| 7D | +7.5% | +3.5% | +4.0% | +5.2% |
| 30D | -4.5% | -4.4% | -0.1% | -1.4% |
| 3M | -28.5% | -45.8% | +17.3% | +4.4% |
| 6M | +28.4% | +90.1% | -61.8% | -16.3% |
| YTD | +80.1% | +120.3% | -40.3% | +7.5% |
| 1Y | +161.0% | +112.2% | +48.8% | +58.8% |
| 3Y | +862.4% | +36.6% | +825.8% | +642.6% |
| 5Y | +812.9% | +67.0% | +745.9% | +490.0% |
| All | +812.9% | +67.3% | +745.7% | +490.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling