+112.0%
VSH vs BIYA
-98.3%
+210.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.7% | +6.2% | +4.4% |
| 7D | +4.1% | +1.3% | +2.7% | +4.1% |
| 30D | -4.2% | -21.0% | +16.8% | -4.4% |
| 3M | -50.0% | -74.3% | +24.3% | -49.8% |
| 6M | +80.2% | -84.6% | +164.8% | +79.4% |
| YTD | +121.1% | -94.2% | +215.2% | +121.7% |
| 1Y | +112.0% | -98.2% | +210.2% | +128.2% |
| All | +112.0% | -98.3% | +210.3% | +128.2% |
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