+70.0%
VSH vs BIYA
-99.9%
+169.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.8% | -3.8% | -4.6% |
| 7D | +26.2% | +10.0% | +16.2% | +26.1% |
| 30D | -12.5% | -17.7% | +5.2% | -12.4% |
| 3M | -16.9% | -55.0% | +38.1% | -16.7% |
| 6M | -17.0% | -85.1% | +68.2% | -18.2% |
| YTD | +93.8% | -96.9% | +190.7% | +96.5% |
| 1Y | +99.3% | -98.5% | +197.8% | +107.1% |
| All | +70.0% | -99.9% | +169.9% | +88.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling