+85.8%
VSH vs VO
+13.8%
+72.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.5% | +1.5% |
| 7D | -1.6% | -0.2% | -1.4% | +0.1% |
| 30D | -21.3% | +0.5% | -21.8% | -21.0% |
| 3M | -18.9% | -1.1% | -17.8% | -14.8% |
| 6M | -21.4% | +6.4% | -27.8% | -29.6% |
| YTD | +86.8% | +13.5% | +73.3% | +43.5% |
| 1Y | +85.8% | +13.6% | +72.2% | +43.1% |
| All | +85.8% | +13.8% | +72.0% | +43.1% |
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