+65.1%
VSH vs AMCR
-9.6%
+74.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.1% |
| 7D | +2.8% | -5.0% | +7.7% | +5.5% |
| 30D | -6.0% | -8.0% | +2.0% | -2.0% |
| 3M | -42.6% | +14.3% | -56.9% | -47.9% |
| 6M | +82.1% | +5.3% | +76.8% | +72.3% |
| YTD | +117.5% | +7.7% | +109.8% | +99.8% |
| 1Y | +109.0% | +10.8% | +98.2% | +87.6% |
| 3Y | +34.9% | +9.6% | +25.3% | +20.4% |
| 5Y | +65.1% | -10.2% | +75.3% | +68.9% |
| All | +65.1% | -9.6% | +74.7% | +68.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling