+63.4%
VSH vs TAP
+4.4%
+59.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +3.0% | -8.1% | -3.4% |
| 7D | -13.6% | +9.9% | -23.6% | -8.6% |
| 30D | -30.4% | +18.1% | -48.5% | -23.6% |
| 3M | -33.3% | +3.2% | -36.5% | -30.7% |
| 6M | -15.1% | +8.4% | -23.5% | -8.6% |
| YTD | +80.2% | -4.4% | +84.6% | +92.6% |
| 1Y | +63.4% | +3.2% | +60.1% | +74.7% |
| All | +63.4% | +4.4% | +59.0% | +74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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