+108.4%
VSH vs BBWI
+1.6%
+106.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.3% | +8.4% | +8.7% |
| 7D | +12.8% | -7.7% | +20.5% | +13.6% |
| 30D | -9.0% | +24.8% | -33.8% | -10.8% |
| 3M | -12.2% | +16.2% | -28.4% | -13.3% |
| 6M | -15.9% | +15.8% | -31.8% | -17.4% |
| YTD | +103.2% | +11.4% | +91.8% | +98.9% |
| 1Y | +108.4% | +3.2% | +105.2% | +105.3% |
| All | +108.4% | +1.6% | +106.9% | +105.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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