+129.0%
VSH vs TRI
+518.6%
-389.6%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.5% | +5.5% | +2.5% |
| 7D | +6.2% | -7.1% | +13.3% | +9.9% |
| 30D | -11.1% | -2.3% | -8.8% | -11.4% |
| 3M | -44.9% | +19.6% | -64.5% | -53.2% |
| 6M | +90.0% | -8.7% | +98.7% | +82.9% |
| YTD | +118.8% | -22.3% | +141.1% | +125.8% |
| 1Y | +109.0% | -40.7% | +149.6% | +157.6% |
| 3Y | +35.6% | -17.8% | +53.4% | +29.7% |
| 5Y | +66.7% | -8.5% | +75.2% | +46.0% |
| 10Y | +167.9% | +192.6% | -24.6% | +1.3% |
| All | +129.0% | +518.6% | -389.6% | -64.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling