+13.8%
VRT vs VSH
+62.1%
-48.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -5.1% | -7.8% | -10.5% |
| 7D | -15.4% | -13.6% | -1.8% | -9.2% |
| 30D | -19.0% | -30.4% | +11.4% | -4.5% |
| 3M | -23.8% | -33.3% | +9.4% | -9.9% |
| 6M | -37.9% | -15.1% | -22.8% | -38.1% |
| YTD | +27.0% | +80.2% | -53.3% | -20.5% |
| 1Y | +13.8% | +63.4% | -49.6% | -25.4% |
| All | +13.8% | +62.1% | -48.3% | -25.4% |
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