+112.2%
VSH vs FHN
+13.3%
+98.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.9% |
| 7D | +3.5% | 0.0% | +3.5% | +3.5% |
| 30D | -4.4% | -2.6% | -1.8% | -3.0% |
| 3M | -45.8% | 0.0% | -45.8% | -45.9% |
| 6M | +90.1% | +9.2% | +80.9% | +79.4% |
| YTD | +120.3% | +4.3% | +116.0% | +112.8% |
| 1Y | +112.2% | +10.8% | +101.5% | +98.7% |
| All | +112.2% | +13.3% | +98.9% | +98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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