+63.4%
VSH vs ITOT
+14.7%
+48.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.5% | -6.6% | -9.7% |
| 7D | -13.6% | -0.7% | -13.0% | -11.7% |
| 30D | -30.4% | -1.1% | -29.3% | -27.3% |
| 3M | -33.3% | -0.8% | -32.5% | -30.6% |
| 6M | -15.1% | +7.0% | -22.0% | -25.1% |
| YTD | +80.2% | +13.3% | +66.9% | +38.9% |
| 1Y | +63.4% | +14.8% | +48.5% | +22.2% |
| All | +63.4% | +14.7% | +48.7% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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