+107.7%
VSH vs GTLB
+2.8%
+104.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.1% | -4.5% | -4.6% |
| 7D | +26.2% | -3.5% | +29.7% | +26.1% |
| 30D | -12.5% | -9.0% | -3.5% | -12.4% |
| 3M | -16.9% | +15.9% | -32.8% | -15.4% |
| 6M | -17.0% | +104.9% | -121.8% | -11.8% |
| YTD | +93.8% | +26.0% | +67.8% | +94.5% |
| All | +107.7% | +2.8% | +104.9% | +103.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GTLB.
Daily Out/Under-Performance
Portfolio return minus GTLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GTLB 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 GTLB 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