+112.2%
VSH vs A
+13.9%
+98.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +1.3% |
| 7D | +3.5% | -4.4% | +7.9% | +5.6% |
| 30D | -4.4% | -2.7% | -1.7% | -3.2% |
| 3M | -45.8% | +7.0% | -52.9% | -47.8% |
| 6M | +90.1% | +24.6% | +65.5% | +68.1% |
| YTD | +120.3% | +7.0% | +113.3% | +113.2% |
| 1Y | +112.2% | +15.6% | +96.7% | +99.4% |
| All | +112.2% | +13.9% | +98.3% | +99.4% |
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