+112.0%
VSH vs USHY
+4.6%
+107.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.5% | +4.6% |
| 7D | +4.1% | -0.1% | +4.2% | +5.1% |
| 30D | -4.2% | +0.1% | -4.2% | -4.7% |
| 3M | -50.0% | +0.8% | -50.8% | -52.4% |
| 6M | +80.2% | +1.7% | +78.4% | +64.0% |
| YTD | +121.1% | +2.5% | +118.6% | +89.8% |
| 1Y | +112.0% | +4.4% | +107.6% | +54.6% |
| All | +112.0% | +4.6% | +107.4% | +54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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