+109.7%
VSH vs IVZ
+48.1%
+61.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.6% |
| 7D | +3.1% | -2.4% | +5.5% | +4.8% |
| 30D | -5.7% | +2.5% | -8.2% | -7.4% |
| 3M | -42.5% | +17.1% | -59.5% | -48.1% |
| 6M | +82.7% | +35.1% | +47.5% | +49.2% |
| YTD | +118.2% | +24.3% | +93.9% | +84.1% |
| 1Y | +109.7% | +48.7% | +61.0% | +45.4% |
| All | +109.7% | +48.1% | +61.5% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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