+112.0%
VSH vs AS
-21.9%
+133.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.6% | +0.9% | +3.4% |
| 7D | +4.1% | -4.9% | +9.0% | +5.6% |
| 30D | -4.2% | -19.6% | +15.4% | +2.2% |
| 3M | -50.0% | -14.4% | -35.6% | -48.0% |
| 6M | +80.2% | -20.1% | +100.3% | +87.4% |
| YTD | +121.1% | -20.9% | +142.0% | +129.2% |
| 1Y | +112.0% | -21.9% | +133.9% | +117.7% |
| All | +112.0% | -21.9% | +133.9% | +117.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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