+63.4%
VSH vs HBM
+47.3%
+16.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +3.6% | -8.7% | -6.9% |
| 7D | -13.6% | -5.8% | -7.8% | -11.0% |
| 30D | -30.4% | -18.5% | -11.9% | -23.0% |
| 3M | -33.3% | -10.3% | -23.0% | -30.0% |
| 6M | -15.1% | +2.1% | -17.2% | -12.8% |
| YTD | +80.2% | +12.0% | +68.2% | +70.7% |
| 1Y | +63.4% | +49.8% | +13.6% | +33.2% |
| All | +63.4% | +47.3% | +16.1% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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