+65.6%
VSH vs AU
+673.1%
-607.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.3% | +3.3% | -0.4% |
| 7D | +3.1% | -7.0% | +10.1% | +4.0% |
| 30D | -5.7% | +7.3% | -13.0% | -6.7% |
| 3M | -42.5% | +33.2% | -75.7% | -44.7% |
| 6M | +82.7% | -0.6% | +83.3% | +80.3% |
| YTD | +118.2% | +26.2% | +92.1% | +110.4% |
| 1Y | +109.7% | +68.3% | +41.4% | +97.2% |
| 3Y | +35.3% | +592.1% | -556.8% | +7.1% |
| 5Y | +65.6% | +685.3% | -619.7% | +21.7% |
| All | +65.6% | +673.1% | -607.5% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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