+112.0%
VSH vs HBM
+123.0%
-11.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.9% | +5.4% | +4.8% |
| 7D | +4.1% | -6.4% | +10.4% | +7.0% |
| 30D | -4.2% | +5.9% | -10.1% | -6.8% |
| 3M | -50.0% | -8.9% | -41.1% | -49.0% |
| 6M | +80.2% | +10.7% | +69.5% | +69.5% |
| YTD | +121.1% | +38.3% | +82.8% | +88.9% |
| 1Y | +112.0% | +121.3% | -9.3% | +66.4% |
| All | +112.0% | +123.0% | -11.0% | +66.4% |
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