+63.4%
VSH vs FND
-10.3%
+73.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +10.9% | -16.0% | -7.0% |
| 7D | -13.6% | +12.3% | -26.0% | -15.6% |
| 30D | -30.4% | +14.7% | -45.1% | -32.3% |
| 3M | -33.3% | -12.0% | -21.3% | -31.0% |
| 6M | -15.1% | +10.8% | -25.8% | -18.6% |
| YTD | +80.2% | -12.3% | +92.5% | +71.9% |
| 1Y | +63.4% | -13.4% | +76.8% | +55.6% |
| All | +63.4% | -10.3% | +73.6% | +55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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