+98.9%
VSH vs FGI
+17.8%
+81.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -25.2% | +21.0% | -3.5% |
| 7D | +14.3% | -14.4% | +28.7% | +14.8% |
| 30D | -7.9% | -11.8% | +3.9% | -7.6% |
| 3M | -19.9% | -46.2% | +26.4% | -18.9% |
| 6M | -30.5% | +5.2% | -35.7% | -32.0% |
| YTD | +85.7% | +10.5% | +75.1% | +76.4% |
| 1Y | +98.9% | +25.5% | +73.4% | +84.4% |
| All | +98.9% | +17.8% | +81.2% | +84.4% |
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