+94.4%
VSH vs TRI
+584.3%
-489.9%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.3% | -4.2% |
| 7D | +14.3% | -2.9% | +17.3% | +15.7% |
| 30D | -7.9% | +3.7% | -11.6% | -12.3% |
| 3M | -19.9% | +3.7% | -23.6% | -25.6% |
| 6M | -30.5% | +35.1% | -65.7% | -48.1% |
| YTD | +85.7% | -14.0% | +99.7% | +74.0% |
| 1Y | +98.9% | -19.0% | +117.9% | +94.2% |
| 3Y | +32.1% | -12.0% | +44.1% | +17.8% |
| 5Y | +39.7% | +0.6% | +39.0% | +11.9% |
| 10Y | +117.6% | +225.4% | -107.9% | -25.5% |
| All | +94.4% | +584.3% | -489.9% | -72.5% |
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