+69.6%
VSH vs INFQ
-4.1%
+73.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.3% | -7.3% | -3.2% |
| 7D | +6.2% | +7.6% | -1.4% | +3.5% |
| 30D | -11.1% | +14.7% | -25.8% | -15.6% |
| 3M | -44.9% | -7.8% | -37.1% | -45.5% |
| 6M | +90.0% | +28.0% | +61.9% | +62.0% |
| All | +69.6% | -4.1% | +73.8% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 all: compounded portfolio wealth divided by compounded INFQ 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…
all analysis · Full analysis span regression · 6 months rolling