+73.1%
VSH vs TRI
-10.0%
+83.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.7% | +4.4% | +6.0% |
| 7D | +4.8% | -7.9% | +12.6% | +5.4% |
| 30D | -0.7% | -4.5% | +3.8% | -0.6% |
| 3M | -43.1% | +22.1% | -65.2% | -45.3% |
| 6M | +91.8% | -2.8% | +94.6% | +93.8% |
| YTD | +131.6% | -23.4% | +155.0% | +157.4% |
| 1Y | +118.1% | -41.5% | +159.6% | +178.5% |
| 3Y | +40.9% | -19.2% | +60.1% | +43.9% |
| All | +73.1% | -10.0% | +83.1% | +52.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling