+72.0%
VSH vs FGI
-69.8%
+141.8%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.9% | -1.1% |
| 7D | +6.2% | +5.2% | +1.1% | +6.1% |
| 30D | -11.1% | +65.2% | -76.3% | -13.4% |
| 3M | -44.9% | +30.2% | -75.1% | -46.1% |
| 6M | +90.0% | +87.8% | +2.1% | +81.8% |
| YTD | +118.8% | +32.5% | +86.3% | +111.0% |
| 1Y | +109.0% | +93.6% | +15.4% | +97.7% |
| 3Y | +35.6% | -2.6% | +38.2% | +31.2% |
| All | +72.0% | -69.8% | +141.8% | +71.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling