+192.7%
VSH vs TRU
+147.2%
+45.6%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.0% | +5.2% | +5.7% |
| 7D | +4.8% | -2.7% | +7.5% | +6.1% |
| 30D | -0.7% | -2.0% | +1.3% | -0.4% |
| 3M | -43.1% | +18.4% | -61.5% | -49.4% |
| 6M | +91.8% | +8.9% | +82.9% | +76.0% |
| YTD | +131.6% | -8.9% | +140.6% | +127.9% |
| 1Y | +118.1% | -15.9% | +134.0% | +122.3% |
| 3Y | +40.9% | -1.1% | +42.0% | +27.3% |
| 5Y | +75.8% | -35.2% | +110.9% | +96.8% |
| All | +192.7% | +147.2% | +45.6% | +85.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling