+222.3%
VSH vs TRU
+228.6%
-6.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.8% | +0.2% |
| 7D | +6.2% | -7.2% | +13.4% | +9.4% |
| 30D | -11.1% | -2.8% | -8.3% | -10.6% |
| 3M | -44.9% | +13.0% | -57.9% | -49.8% |
| 6M | +90.0% | +0.7% | +89.3% | +81.3% |
| YTD | +118.8% | -9.0% | +127.8% | +115.4% |
| 1Y | +109.0% | -16.3% | +125.3% | +113.2% |
| 3Y | +35.6% | -1.1% | +36.7% | +22.7% |
| 5Y | +66.7% | -36.0% | +102.7% | +85.6% |
| 10Y | +167.9% | +139.9% | +28.1% | +62.5% |
| All | +222.3% | +228.6% | -6.2% | +81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded TRU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling