+25.0%
V vs VSH
+97.1%
-72.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.6% | +3.4% | -1.4% |
| 7D | -0.4% | +26.2% | -26.6% | +0.8% |
| 30D | +6.3% | -12.5% | +18.8% | +5.8% |
| 3M | +17.2% | -16.9% | +34.1% | +16.4% |
| 6M | +29.2% | -17.0% | +46.2% | +23.3% |
| YTD | +20.8% | +93.8% | -73.0% | +4.7% |
| 1Y | +25.0% | +99.3% | -74.3% | +7.6% |
| All | +25.0% | +97.1% | -72.1% | +7.6% |
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