+1,636.0%
VSH vs BN
+15,251.3%
-13,615.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.3% | +4.7% | +4.6% |
| 7D | +4.1% | -2.5% | +6.5% | +5.4% |
| 30D | -4.2% | -9.5% | +5.3% | +0.7% |
| 3M | -50.0% | -10.4% | -39.6% | -47.1% |
| 6M | +80.2% | -6.4% | +86.5% | +85.8% |
| YTD | +121.1% | -11.9% | +133.0% | +133.8% |
| 1Y | +112.0% | -8.6% | +120.6% | +120.6% |
| 3Y | +22.5% | +77.6% | -55.0% | -7.8% |
| 5Y | +64.0% | +37.0% | +27.0% | +36.9% |
| 10Y | +170.4% | +266.4% | -96.0% | +42.5% |
| All | +1,636.0% | +15,251.3% | -13,615.4% | +226.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling