+30.1%
VSH vs ACWI
+74.9%
-44.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +2.6% |
| 7D | -1.6% | -0.2% | -1.4% | -0.2% |
| 30D | -21.3% | -3.3% | -18.0% | -13.2% |
| 3M | -18.9% | -3.4% | -15.5% | -10.0% |
| 6M | -21.4% | +0.8% | -22.2% | -18.1% |
| YTD | +86.8% | +10.7% | +76.1% | +61.3% |
| 1Y | +85.8% | +11.6% | +74.1% | +58.2% |
| 3Y | +30.1% | +73.4% | -43.2% | -49.9% |
| All | +30.1% | +74.9% | -44.8% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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