+63.4%
VSH vs RVTY
+74.0%
-10.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.5% | -2.6% | -4.4% |
| 7D | -13.6% | -3.6% | -10.1% | -12.9% |
| 30D | -30.4% | +1.4% | -31.7% | -30.4% |
| 3M | -33.3% | +43.2% | -76.5% | -38.4% |
| 6M | -15.1% | +84.5% | -99.6% | -28.1% |
| YTD | +80.2% | +65.2% | +15.0% | +51.3% |
| 1Y | +63.4% | +74.3% | -10.9% | +30.5% |
| All | +63.4% | +74.0% | -10.6% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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