+61.4%
VSH vs CAPR
+50.0%
+11.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +4.7% | +1.1% | +5.6% |
| 7D | -12.9% | +41.1% | -54.0% | -13.6% |
| 30D | -36.9% | +11.1% | -48.0% | -37.1% |
| 3M | -28.8% | +115.3% | -144.1% | -30.3% |
| 6M | -30.3% | -73.8% | +43.5% | -29.5% |
| YTD | +62.4% | -68.8% | +131.2% | +63.4% |
| All | +61.4% | +50.0% | +11.4% | +51.3% |
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