+112.2%
VSH vs RVTY
+43.7%
+68.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.5% | +3.2% | +1.5% |
| 7D | +3.5% | -5.4% | +8.9% | +5.3% |
| 30D | -4.4% | +6.7% | -11.1% | -6.2% |
| 3M | -45.8% | +19.0% | -64.8% | -49.2% |
| 6M | +90.1% | +34.6% | +55.5% | +67.0% |
| YTD | +120.3% | +28.3% | +92.1% | +92.2% |
| 1Y | +112.2% | +46.0% | +66.2% | +67.9% |
| All | +112.2% | +43.7% | +68.6% | +67.9% |
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