+63.4%
VSH vs BIDU
-34.6%
+98.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +4.5% | -9.6% | -7.1% |
| 7D | -13.6% | +1.2% | -14.8% | -14.1% |
| 30D | -30.4% | -7.5% | -22.8% | -27.8% |
| 3M | -33.3% | -28.6% | -4.7% | -22.6% |
| 6M | -15.1% | -36.9% | +21.8% | +4.8% |
| YTD | +80.2% | -38.4% | +118.7% | +121.1% |
| 1Y | +63.4% | -35.7% | +99.0% | +97.2% |
| All | +63.4% | -34.6% | +98.0% | +97.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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