+85.8%
VSH vs RVTY
+74.8%
+10.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.0% | +2.4% | +1.8% |
| 7D | -1.6% | -2.7% | +1.1% | -0.6% |
| 30D | -21.3% | +3.2% | -24.5% | -21.4% |
| 3M | -18.9% | +37.2% | -56.1% | -23.8% |
| 6M | -21.4% | +57.7% | -79.1% | -29.3% |
| YTD | +86.8% | +64.8% | +22.0% | +58.5% |
| 1Y | +85.8% | +72.8% | +12.9% | +53.9% |
| All | +85.8% | +74.8% | +10.9% | +53.9% |
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