+65.6%
VSH vs ITOT
+71.8%
-6.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | +0.1% |
| 7D | +3.1% | -2.0% | +5.1% | +6.4% |
| 30D | -5.7% | -2.0% | -3.8% | -2.7% |
| 3M | -42.5% | +4.5% | -47.0% | -45.5% |
| 6M | +82.7% | +12.6% | +70.0% | +57.5% |
| YTD | +118.2% | +12.0% | +106.2% | +90.3% |
| 1Y | +109.7% | +17.3% | +92.4% | +73.0% |
| 3Y | +35.3% | +75.2% | -40.0% | -29.3% |
| 5Y | +65.6% | +74.0% | -8.4% | -11.3% |
| All | +65.6% | +71.8% | -6.2% | -11.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling