+98.9%
VSH vs BIDU
-38.7%
+137.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.7% | -4.9% | -4.5% |
| 7D | +14.3% | -4.6% | +18.9% | +16.8% |
| 30D | -7.9% | -4.5% | -3.3% | -5.8% |
| 3M | -19.9% | -25.4% | +5.5% | -8.8% |
| 6M | -30.5% | -48.1% | +17.6% | -6.5% |
| YTD | +85.7% | -40.2% | +125.9% | +132.1% |
| 1Y | +98.9% | -35.2% | +134.2% | +143.3% |
| All | +98.9% | -38.7% | +137.7% | +143.3% |
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