+46.5%
VSH vs FBTC
+59.7%
-13.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.6% |
| 7D | +3.1% | -5.8% | +8.9% | +4.6% |
| 30D | -5.7% | +21.4% | -27.1% | -10.6% |
| 3M | -42.5% | +24.5% | -66.9% | -45.7% |
| 6M | +82.7% | +9.9% | +72.8% | +76.8% |
| YTD | +118.2% | -12.0% | +130.3% | +121.6% |
| 1Y | +109.7% | -32.3% | +142.0% | +128.1% |
| All | +46.5% | +59.7% | -13.2% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FBTC.
Daily Out/Under-Performance
Portfolio return minus FBTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FBTC 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded FBTC 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling