+118.1%
VSH vs TRI
-40.4%
+158.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.7% | +4.4% | +6.6% |
| 7D | +4.8% | -7.9% | +12.6% | +2.7% |
| 30D | -0.7% | -4.5% | +3.8% | -1.5% |
| 3M | -43.1% | +22.1% | -65.2% | -39.2% |
| 6M | +91.8% | -2.8% | +94.6% | +103.8% |
| YTD | +131.6% | -23.4% | +155.0% | +154.8% |
| 1Y | +118.1% | -41.5% | +159.6% | +134.8% |
| All | +118.1% | -40.4% | +158.5% | +134.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling