+444.9%
VSH vs DAR
+1,762.6%
-1,317.7%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.9% | +5.3% | +4.5% |
| 7D | +4.1% | +1.4% | +2.7% | +3.9% |
| 30D | -4.2% | +12.8% | -16.9% | -5.3% |
| 3M | -50.0% | +7.4% | -57.3% | -50.3% |
| 6M | +80.2% | +22.3% | +57.9% | +76.8% |
| YTD | +121.1% | +81.1% | +40.0% | +109.4% |
| 1Y | +112.0% | +106.5% | +5.5% | +98.2% |
| 3Y | +22.5% | +5.3% | +17.2% | +20.6% |
| 5Y | +64.0% | -11.5% | +75.6% | +62.9% |
| 10Y | +170.4% | +353.3% | -183.0% | +140.7% |
| All | +444.9% | +1,762.6% | -1,317.7% | +523.2% |
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