+109.7%
VSH vs HBM
+103.9%
+5.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.5% | +6.6% | +2.3% |
| 7D | +3.1% | -3.7% | +6.8% | +4.5% |
| 30D | -5.7% | -3.7% | -2.0% | -4.7% |
| 3M | -42.5% | +8.0% | -50.5% | -45.0% |
| 6M | +82.7% | +15.8% | +66.9% | +70.2% |
| YTD | +118.2% | +34.4% | +83.9% | +87.6% |
| 1Y | +109.7% | +98.2% | +11.5% | +60.7% |
| All | +109.7% | +103.9% | +5.8% | +60.7% |
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