+42.5%
VG vs VSH
+86.1%
-43.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +1.7% |
| 7D | -7.7% | -1.6% | -6.1% | -7.8% |
| 30D | -8.8% | -21.3% | +12.5% | -9.8% |
| 3M | -15.6% | -18.9% | +3.3% | -16.2% |
| 6M | +5.2% | -21.4% | +26.6% | +7.4% |
| YTD | +76.9% | +86.8% | -9.9% | +65.1% |
| 1Y | +42.5% | +85.8% | -43.3% | +31.7% |
| All | +42.5% | +86.1% | -43.6% | +31.7% |
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