+63.4%
VSH vs AME
+21.1%
+42.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.6% | -0.4% | +2.7% |
| 7D | -13.6% | -4.4% | -9.2% | -6.6% |
| 30D | -30.4% | -5.9% | -24.5% | -22.3% |
| 3M | -33.3% | -6.5% | -26.7% | -24.5% |
| 6M | -15.1% | +3.2% | -18.3% | -16.0% |
| YTD | +80.2% | +16.0% | +64.2% | +40.3% |
| 1Y | +63.4% | +20.4% | +42.9% | +18.3% |
| All | +63.4% | +21.1% | +42.3% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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