+59.9%
VEA vs VSH
+74.2%
-14.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.1% | -5.1% | -0.1% |
| 7D | -1.5% | +4.8% | -6.2% | -2.4% |
| 30D | -0.8% | -0.7% | -0.1% | -0.9% |
| 3M | +2.5% | -43.1% | +45.5% | +12.9% |
| 6M | +11.1% | +91.8% | -80.6% | -7.7% |
| YTD | +17.2% | +131.6% | -114.5% | -7.2% |
| 1Y | +24.5% | +118.1% | -93.6% | -0.7% |
| 3Y | +75.4% | +40.9% | +34.5% | +53.0% |
| All | +59.9% | +74.2% | -14.3% | +24.0% |
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