+63.4%
VSH vs BIYA
-98.4%
+161.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -3.3% | -1.8% | -5.1% |
| 7D | -13.6% | -4.0% | -9.6% | -13.7% |
| 30D | -30.4% | -15.0% | -15.4% | -30.2% |
| 3M | -33.3% | -58.1% | +24.8% | -33.7% |
| 6M | -15.1% | -90.0% | +74.9% | -16.5% |
| YTD | +80.2% | -96.9% | +177.1% | +79.7% |
| 1Y | +63.4% | -98.2% | +161.6% | +61.2% |
| All | +63.4% | -98.4% | +161.7% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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