+145.4%
VLO vs VSH
+112.8%
+32.6%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.6% |
| 7D | +6.2% | +3.5% | +2.7% | +6.2% |
| 30D | +23.5% | -4.4% | +27.9% | +23.6% |
| 3M | +53.9% | -45.8% | +99.7% | +54.6% |
| 6M | +81.7% | +90.1% | -8.5% | +77.5% |
| YTD | +142.5% | +120.3% | +22.1% | +133.2% |
| 1Y | +145.4% | +112.2% | +33.2% | +137.1% |
| All | +145.4% | +112.8% | +32.6% | +137.1% |
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