+63.4%
VSH vs VO
+16.3%
+47.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.9% | -5.9% | -7.4% |
| 7D | -13.6% | +1.0% | -14.6% | -15.9% |
| 30D | -30.4% | +2.6% | -33.0% | -35.0% |
| 3M | -33.3% | -0.3% | -33.0% | -32.3% |
| 6M | -15.1% | +7.6% | -22.7% | -26.9% |
| YTD | +80.2% | +14.7% | +65.5% | +33.5% |
| 1Y | +63.4% | +16.4% | +46.9% | +16.9% |
| All | +63.4% | +16.3% | +47.1% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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