+18.4%
U vs VSH
+62.1%
-43.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -5.1% | +10.0% | +5.4% |
| 7D | +7.5% | -13.6% | +21.1% | +9.1% |
| 30D | -7.0% | -30.4% | +23.3% | -4.0% |
| 3M | +20.6% | -33.3% | +53.8% | +24.4% |
| 6M | +53.2% | -15.1% | +68.2% | +54.4% |
| YTD | -3.9% | +80.2% | -84.1% | -10.1% |
| 1Y | +18.4% | +63.4% | -45.0% | +14.6% |
| All | +18.4% | +62.1% | -43.7% | +14.6% |
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