-14.9%
VRSK vs VSH
+95.1%
-110.1%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +1.5% |
| 7D | -5.4% | +3.5% | -8.9% | -4.9% |
| 30D | -1.8% | -4.4% | +2.6% | -2.2% |
| 3M | -2.2% | -45.8% | +43.6% | -8.4% |
| 6M | -14.9% | +90.1% | -105.1% | -9.2% |
| All | -14.9% | +95.1% | -110.1% | -9.2% |
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