+32.8%
VSH vs MKTX
-25.2%
+58.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | +3.1% | -0.2% | +3.2% | +3.1% |
| 30D | -5.7% | +0.8% | -6.5% | -5.7% |
| 3M | -42.5% | +41.1% | -83.6% | -42.0% |
| 6M | +82.7% | -9.5% | +92.2% | +82.8% |
| YTD | +118.2% | -8.7% | +126.9% | +118.5% |
| 1Y | +109.7% | -10.0% | +119.6% | +110.2% |
| All | +32.8% | -25.2% | +58.0% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 3y: compounded portfolio wealth divided by compounded MKTX 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…
3y analysis · Full analysis span regression · 6 months rolling