+112.0%
VSH vs JAAA
+4.9%
+107.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.1% | +4.4% | +3.2% |
| 7D | +4.1% | +0.2% | +3.9% | +1.3% |
| 30D | -4.2% | +0.5% | -4.7% | -11.7% |
| 3M | -50.0% | +1.3% | -51.2% | -58.9% |
| 6M | +80.2% | +2.7% | +77.5% | +20.2% |
| YTD | +121.1% | +3.2% | +117.9% | +37.8% |
| 1Y | +112.0% | +4.9% | +107.1% | +10.1% |
| All | +112.0% | +4.9% | +107.1% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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