+73.1%
VSH vs MTCH
-73.3%
+146.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.4% | +4.8% | +5.8% |
| 7D | +4.8% | +1.3% | +3.5% | +4.4% |
| 30D | -0.7% | +15.9% | -16.6% | -4.9% |
| 3M | -43.1% | +23.3% | -66.3% | -46.5% |
| 6M | +91.8% | +40.1% | +51.6% | +73.6% |
| YTD | +131.6% | +33.6% | +98.0% | +111.5% |
| 1Y | +118.1% | +14.1% | +104.0% | +108.1% |
| 3Y | +40.9% | +1.4% | +39.5% | +33.5% |
| All | +73.1% | -73.3% | +146.4% | +117.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MTCH.
Daily Out/Under-Performance
Portfolio return minus MTCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTCH 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 5y: compounded portfolio wealth divided by compounded MTCH 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…
5y analysis · Full analysis span regression · 6 months rolling