+107.7%
VSH vs HBM
+26.7%
+81.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.5% | -3.2% | -3.8% |
| 7D | +26.2% | +5.1% | +21.1% | +23.2% |
| 30D | -12.5% | -15.8% | +3.3% | -3.7% |
| 3M | -16.9% | -22.4% | +5.5% | -5.6% |
| 6M | -17.0% | -20.2% | +3.3% | -7.5% |
| YTD | +93.8% | +9.0% | +84.8% | +85.7% |
| All | +107.7% | +26.7% | +81.0% | +70.6% |
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