+118.1%
VSH vs TRU
-13.7%
+131.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.0% | +5.2% | +6.3% |
| 7D | +4.8% | -2.7% | +7.5% | +4.3% |
| 30D | -0.7% | -2.0% | +1.3% | -1.0% |
| 3M | -43.1% | +18.4% | -61.5% | -43.4% |
| 6M | +91.8% | +8.9% | +82.9% | +91.7% |
| YTD | +131.6% | -8.9% | +140.6% | +138.1% |
| 1Y | +118.1% | -15.9% | +134.0% | +122.0% |
| All | +118.1% | -13.7% | +131.7% | +122.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling