+353.9%
VSH vs DAR
+1,400.9%
-1,046.9%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +4.7% | +8.8% | +13.0% |
| 7D | +3.5% | -2.8% | +6.2% | +3.8% |
| 30D | -22.4% | -12.8% | -9.6% | -21.4% |
| 3M | -25.2% | -11.6% | -13.6% | -24.4% |
| 6M | -22.5% | -16.8% | -5.8% | -21.3% |
| YTD | +84.2% | +45.9% | +38.3% | +78.0% |
| 1Y | +87.1% | +61.5% | +25.6% | +79.1% |
| 3Y | +31.7% | +23.0% | +8.7% | +28.3% |
| 5Y | +42.6% | -35.8% | +78.4% | +45.6% |
| 10Y | +116.6% | +280.4% | -163.8% | +96.3% |
| All | +353.9% | +1,400.9% | -1,046.9% | +429.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling