+65.6%
VSH vs BNS
+92.5%
-26.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.6% |
| 7D | +3.1% | -2.2% | +5.3% | +4.8% |
| 30D | -5.7% | +4.5% | -10.2% | -9.1% |
| 3M | -42.5% | +14.9% | -57.4% | -48.5% |
| 6M | +82.7% | +32.5% | +50.2% | +46.3% |
| YTD | +118.2% | +28.6% | +89.6% | +78.4% |
| 1Y | +109.7% | +48.4% | +61.3% | +53.5% |
| 3Y | +35.3% | +130.8% | -95.5% | -29.7% |
| 5Y | +65.6% | +94.8% | -29.2% | -3.8% |
| All | +65.6% | +92.5% | -26.9% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 5y: compounded portfolio wealth divided by compounded BNS 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…
5y analysis · Full analysis span regression · 6 months rolling