+82.1%
VSH vs ITOT
+12.5%
+69.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.6% | +0.9% |
| 7D | +2.8% | -2.0% | +4.8% | +9.9% |
| 30D | -6.0% | -2.0% | -4.1% | +0.2% |
| 3M | -42.6% | +4.5% | -47.2% | -48.7% |
| 6M | +82.1% | +12.6% | +69.5% | +42.6% |
| All | +82.1% | +12.5% | +69.6% | +42.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling