+65.7%
VLO vs VSH
+75.8%
-10.1%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.4% | -4.4% | +0.1% |
| 7D | +5.2% | +4.1% | +1.2% | +5.3% |
| 30D | +22.6% | -4.2% | +26.8% | +22.5% |
| 3M | +43.8% | -50.0% | +93.7% | +41.9% |
| 6M | +65.7% | +80.2% | -14.4% | +86.2% |
| All | +65.7% | +75.8% | -10.1% | +86.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling