+118.1%
VSH vs NVS
+10.8%
+107.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.2% | +6.4% | +6.1% |
| 7D | +4.8% | -14.3% | +19.0% | +4.6% |
| 30D | -0.7% | -10.0% | +9.3% | -0.6% |
| 3M | -43.1% | -10.9% | -32.2% | -42.9% |
| 6M | +91.8% | -12.0% | +103.7% | +93.0% |
| YTD | +131.6% | +2.5% | +129.1% | +114.5% |
| 1Y | +118.1% | +10.7% | +107.4% | +96.1% |
| All | +118.1% | +10.8% | +107.2% | +96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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