+63.4%
VSH vs AMCR
+32.3%
+31.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +3.3% | -8.3% | -5.2% |
| 7D | -13.6% | +6.2% | -19.9% | -14.1% |
| 30D | -30.4% | +16.0% | -46.4% | -31.5% |
| 3M | -33.3% | +4.4% | -37.6% | -33.4% |
| 6M | -15.1% | +35.5% | -50.6% | -21.2% |
| YTD | +80.2% | +21.5% | +58.7% | +70.7% |
| 1Y | +63.4% | +30.7% | +32.6% | +57.4% |
| All | +63.4% | +32.3% | +31.1% | +57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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