+99.3%
VSH vs BN
-9.6%
+108.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.0% | -3.6% | -4.1% |
| 7D | +26.2% | -0.3% | +26.5% | +26.5% |
| 30D | -12.5% | +13.6% | -26.1% | -18.6% |
| 3M | -16.9% | -6.7% | -10.3% | -13.7% |
| 6M | -17.0% | -9.0% | -8.0% | -12.5% |
| YTD | +93.8% | -8.8% | +102.6% | +95.0% |
| 1Y | +99.3% | -10.6% | +110.0% | +104.5% |
| All | +99.3% | -9.6% | +108.9% | +104.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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