+109.7%
VSH vs BIDU
-18.3%
+128.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.6% | -0.3% |
| 7D | +3.1% | -5.2% | +8.3% | +5.3% |
| 30D | -5.7% | -14.5% | +8.8% | +0.2% |
| 3M | -42.5% | -22.9% | -19.6% | -36.2% |
| 6M | +82.7% | -27.8% | +110.5% | +107.7% |
| YTD | +118.2% | -30.7% | +148.9% | +150.4% |
| 1Y | +109.7% | -15.8% | +125.5% | +136.5% |
| All | +109.7% | -18.3% | +128.0% | +136.5% |
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