+83.1%
VSH vs PTC
+10.5%
+72.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.4% | +13.0% | +13.5% |
| 7D | +3.5% | +0.8% | +2.7% | +3.7% |
| 30D | -22.4% | +0.7% | -23.1% | -22.3% |
| 3M | -25.2% | +32.6% | -57.8% | -19.3% |
| 6M | -22.5% | +33.6% | -56.1% | -10.8% |
| YTD | +84.2% | +12.4% | +71.8% | +120.1% |
| All | +83.1% | +10.5% | +72.6% | +122.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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