+98.9%
VSH vs Q
+29.7%
+69.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.5% | -0.7% | -1.2% |
| 7D | +14.3% | +1.2% | +13.2% | +13.9% |
| 30D | -7.9% | -2.7% | -5.2% | -4.3% |
| 3M | -19.9% | -16.9% | -2.9% | -5.8% |
| 6M | -30.5% | -26.9% | -3.7% | -10.5% |
| YTD | +85.7% | +45.2% | +40.4% | +61.5% |
| 1Y | +98.9% | +38.1% | +60.8% | +77.7% |
| All | +98.9% | +29.7% | +69.2% | +77.7% |
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