+63.4%
VSH vs Q
+19.7%
+43.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.1% | -5.0% | -5.0% |
| 7D | -13.6% | -3.3% | -10.4% | -11.0% |
| 30D | -30.4% | -9.7% | -20.7% | -24.1% |
| 3M | -33.3% | -16.1% | -17.2% | -22.8% |
| 6M | -15.1% | -15.7% | +0.6% | -0.6% |
| YTD | +80.2% | +45.7% | +34.5% | +52.8% |
| 1Y | +63.4% | +18.0% | +45.4% | +56.8% |
| All | +63.4% | +19.7% | +43.7% | +56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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