+111.1%
VSH vs DAR
+311.7%
-200.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.1% | -5.3% | -4.7% |
| 7D | +14.3% | +11.6% | +2.8% | +9.0% |
| 30D | -7.9% | -10.2% | +2.4% | -3.1% |
| 3M | -19.9% | -14.8% | -5.0% | -14.2% |
| 6M | -30.5% | -10.1% | -20.5% | -27.7% |
| YTD | +85.7% | +55.5% | +30.1% | +50.1% |
| 1Y | +98.9% | +61.7% | +37.3% | +57.7% |
| 3Y | +32.1% | +37.2% | -5.1% | +5.9% |
| 5Y | +39.7% | -26.9% | +66.6% | +42.6% |
| All | +111.1% | +311.7% | -200.6% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling