+34.0%
VSH vs A
+30.8%
+3.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.6% | +3.8% | +4.0% |
| 7D | +4.1% | -1.9% | +6.0% | +5.4% |
| 30D | -4.2% | +6.9% | -11.1% | -8.5% |
| 3M | -50.0% | +9.2% | -59.2% | -53.2% |
| 6M | +80.2% | +25.7% | +54.5% | +51.0% |
| YTD | +121.1% | +11.5% | +109.6% | +102.2% |
| 1Y | +112.0% | +18.4% | +93.6% | +84.3% |
| All | +34.0% | +30.8% | +3.2% | +7.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling