+192.7%
VSH vs TRI
+196.2%
-3.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.7% | +4.4% | +5.6% |
| 7D | +4.8% | -7.9% | +12.6% | +7.2% |
| 30D | -0.7% | -4.5% | +3.8% | -0.1% |
| 3M | -43.1% | +22.1% | -65.2% | -48.7% |
| 6M | +91.8% | -2.8% | +94.6% | +86.6% |
| YTD | +131.6% | -23.4% | +155.0% | +151.0% |
| 1Y | +118.1% | -41.5% | +159.6% | +177.7% |
| 3Y | +40.9% | -19.2% | +60.1% | +41.1% |
| 5Y | +75.8% | -9.4% | +85.2% | +60.0% |
| All | +192.7% | +196.2% | -3.5% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling