+814.4%
VOO vs VSH
+317.3%
+497.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.6% | +4.3% | +0.9% |
| 7D | +3.3% | +26.2% | -22.9% | -3.3% |
| 30D | -2.7% | -12.5% | +9.8% | -0.5% |
| 3M | -1.7% | -16.9% | +15.2% | +1.1% |
| 6M | +3.1% | -17.0% | +20.1% | +1.1% |
| YTD | +11.9% | +93.8% | -81.9% | -16.6% |
| 1Y | +12.1% | +99.3% | -87.3% | -17.4% |
| 3Y | +78.6% | +35.0% | +43.6% | +40.2% |
| 5Y | +73.8% | +45.8% | +28.0% | +30.4% |
| 10Y | +312.3% | +127.1% | +185.1% | +151.1% |
| All | +814.4% | +317.3% | +497.1% | +355.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling