+112.0%
VSH vs QSR
+33.2%
+78.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.1% | +4.5% | +4.4% |
| 7D | +4.1% | +2.4% | +1.6% | +4.9% |
| 30D | -4.2% | +7.6% | -11.8% | -1.8% |
| 3M | -50.0% | +12.6% | -62.6% | -47.9% |
| 6M | +80.2% | +14.4% | +65.8% | +83.5% |
| YTD | +121.1% | +19.6% | +101.5% | +123.6% |
| 1Y | +112.0% | +33.9% | +78.1% | +112.0% |
| All | +112.0% | +33.2% | +78.8% | +112.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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