+69.5%
VG vs VSH
+103.4%
-33.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +8.8% | -3.3% | +5.5% |
| 7D | +5.5% | +12.8% | -7.3% | +5.4% |
| 30D | -3.6% | -9.0% | +5.4% | -4.5% |
| 3M | -4.0% | -12.2% | +8.2% | -4.9% |
| 6M | +9.4% | -15.9% | +25.3% | +12.6% |
| YTD | +86.6% | +103.2% | -16.6% | +86.3% |
| 1Y | +69.5% | +108.4% | -38.9% | +67.7% |
| All | +69.5% | +103.4% | -33.9% | +67.7% |
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