+112.2%
VSH vs BBWI
-35.2%
+147.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.3% | +7.0% | +1.5% |
| 7D | +3.5% | -4.4% | +8.0% | +4.1% |
| 30D | -4.4% | -7.4% | +3.0% | -3.6% |
| 3M | -45.8% | -2.2% | -43.6% | -45.9% |
| 6M | +90.1% | -16.3% | +106.5% | +94.3% |
| YTD | +120.3% | -9.1% | +129.5% | +118.3% |
| 1Y | +112.2% | -34.5% | +146.8% | +136.6% |
| All | +112.2% | -35.2% | +147.5% | +136.6% |
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