+118.1%
VSH vs CAPR
+37.0%
+81.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.8% | +5.3% | +6.1% |
| 7D | +4.8% | -11.0% | +15.7% | +5.0% |
| 30D | -0.7% | +99.8% | -100.5% | -2.5% |
| 3M | -43.1% | -66.6% | +23.5% | -42.5% |
| 6M | +91.8% | -75.1% | +166.9% | +94.4% |
| YTD | +131.6% | -71.0% | +202.6% | +133.9% |
| 1Y | +118.1% | +30.0% | +88.1% | +108.5% |
| All | +118.1% | +37.0% | +81.1% | +108.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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