+63.4%
VSH vs FGI
+38.7%
+24.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -5.0% | -0.1% | -4.9% |
| 7D | -13.6% | +3.3% | -17.0% | -13.7% |
| 30D | -30.4% | -2.0% | -28.3% | -30.3% |
| 3M | -33.3% | +60.3% | -93.5% | -35.4% |
| 6M | -15.1% | +0.7% | -15.8% | -16.4% |
| YTD | +80.2% | +30.2% | +50.0% | +69.7% |
| 1Y | +63.4% | +44.4% | +19.0% | +44.9% |
| All | +63.4% | +38.7% | +24.7% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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