+112.0%
VSH vs MDY
+17.9%
+94.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.1% | +4.3% | +4.1% |
| 7D | +4.1% | +0.1% | +3.9% | +3.7% |
| 30D | -4.2% | -1.5% | -2.7% | 0.0% |
| 3M | -50.0% | +0.8% | -50.7% | -49.4% |
| 6M | +80.2% | +7.4% | +72.8% | +60.6% |
| YTD | +121.1% | +15.2% | +105.9% | +69.4% |
| 1Y | +112.0% | +16.5% | +95.5% | +58.2% |
| All | +112.0% | +17.9% | +94.1% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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