+63.4%
VSH vs IRE
-97.6%
+160.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -23.2% | +18.2% | -1.6% |
| 7D | -13.6% | -46.8% | +33.2% | -6.1% |
| 30D | -30.4% | -75.5% | +45.2% | -16.6% |
| 3M | -33.3% | -79.4% | +46.1% | -19.7% |
| 6M | -15.1% | -91.3% | +76.2% | +5.5% |
| YTD | +80.2% | -90.8% | +171.0% | +112.7% |
| 1Y | +63.4% | -97.7% | +161.1% | +101.8% |
| All | +63.4% | -97.6% | +160.9% | +101.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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