+109.0%
VSH vs FND
-45.8%
+154.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -0.8% |
| 7D | +2.8% | -5.1% | +7.8% | +4.2% |
| 30D | -6.0% | -22.5% | +16.5% | +0.7% |
| 3M | -42.6% | -5.0% | -37.6% | -42.9% |
| 6M | +82.1% | -21.5% | +103.6% | +91.4% |
| YTD | +117.5% | -23.0% | +140.6% | +120.9% |
| 1Y | +109.0% | -44.9% | +153.9% | +151.5% |
| All | +109.0% | -45.8% | +154.9% | +151.5% |
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