+112.2%
VSH vs BB
+100.8%
+11.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +1.4% |
| 7D | +3.5% | +1.8% | +1.7% | +2.6% |
| 30D | -4.4% | -12.2% | +7.9% | +1.4% |
| 3M | -45.8% | -12.3% | -33.5% | -42.6% |
| 6M | +90.1% | +122.7% | -32.6% | +45.2% |
| YTD | +120.3% | +104.5% | +15.8% | +71.6% |
| 1Y | +112.2% | +106.7% | +5.6% | +76.9% |
| All | +112.2% | +100.8% | +11.5% | +76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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