+85.8%
VSH vs A
+22.0%
+63.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.3% | +2.7% | +2.1% |
| 7D | -1.6% | +1.4% | -3.0% | -1.9% |
| 30D | -21.3% | +4.3% | -25.6% | -22.2% |
| 3M | -18.9% | +19.8% | -38.7% | -24.7% |
| 6M | -21.4% | +54.4% | -75.8% | -35.8% |
| YTD | +86.8% | +31.7% | +55.1% | +67.5% |
| 1Y | +85.8% | +22.4% | +63.3% | +75.6% |
| All | +85.8% | +22.0% | +63.8% | +75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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