+111.1%
VSH vs VO
+197.6%
-86.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | +14.3% | +3.1% | +11.2% | +10.0% |
| 30D | -7.9% | +2.2% | -10.1% | -9.6% |
| 3M | -19.9% | -2.5% | -17.4% | -15.6% |
| 6M | -30.5% | +7.0% | -37.5% | -34.8% |
| YTD | +85.7% | +14.0% | +71.7% | +60.8% |
| 1Y | +98.9% | +15.6% | +83.3% | +69.5% |
| 3Y | +32.1% | +66.2% | -34.1% | -26.0% |
| 5Y | +39.7% | +36.6% | +3.0% | +0.8% |
| All | +111.1% | +197.6% | -86.5% | -43.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling